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Adler Value Institutional (ADLVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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25.58+0.09 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.44%
5-year average return8.61%
Number of years up4
Number of years down1
Best 1-yr total return (27 Jun 2024)26.49%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return26.49%
Worst 3-yr total return5.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADLVXCategory
YTD5.65%21.28%
1-month2.21%-1.96%
3-month5.35%4.90%
1-year19.59%55.83%
3-year0.45%11.08%
5-year9.81%11.93%
10-year0.00%10.64%
Last bull market23.31%25.54%
Last bear market-13.79%-22.08%

Annual total return (%) history

Year
ADLVXCategory
2024
N/AN/A
2023
5.32%N/A
2022
-11.30%N/A
2021
26.49%N/A
2020
11.55%2.63%
2019
16.88%25.18%
2018
N/A-12.86%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.45%N/AN/AN/A
2023-2.96%2.02%-3.62%10.38%
2022-0.69%-13.79%-7.27%11.73%
202114.18%10.08%-3.63%4.43%
2020-30.08%25.91%3.74%22.15%
20193.71%0.70%3.16%8.49%
2018-2.95%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month89
3-month16
1-year74
3-year94
5-year67

Load adjusted returns

1-year19.59%
3-year0.45%
5-year9.81%
10-yearN/A