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AAM/Phocas Real Estate Fund (APRAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.850.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.99%
5-year average return2.66%
Number of years up3
Number of years down2
Best 1-yr total return (25 Apr 2024)43.06%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return43.06%
Worst 3-yr total return-0.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPRAXCategory
YTD-4.71%20.43%
1-month-0.39%2.69%
3-month-4.71%11.34%
1-year3.01%36.79%
3-year-0.22%10.81%
5-year2.91%7.03%
10-year5.75%9.08%
Last bull market42.43%31.03%
Last bear market-18.41%-16.60%

Annual total return (%) history

Year
APRAXCategory
2024
N/AN/A
2023
9.60%N/A
2022
-29.58%N/A
2021
43.06%N/A
2020
-0.76%-4.49%
2019
30.11%27.28%
2018
N/A-5.97%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-4.71%N/AN/AN/A
20231.39%0.34%-8.38%17.59%
2022-6.26%-18.41%-9.95%2.25%
20215.94%11.89%1.60%18.78%
2020-22.73%13.92%2.17%10.34%
201917.72%2.03%7.88%0.42%
2018-8.45%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month99
3-month98
1-year94
3-year91
5-year71

Load adjusted returns

1-year-2.65%
3-year-2.09%
5-year1.75%
10-year5.15%