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Investment Managers Series Trust - AAM/Phocas Real Estate Fund (APRIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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33.08+0.01 (+0.03%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.87%
5-year average return2.86%
Number of years up12
Number of years down5
Best 1-yr total return (25 Apr 2024)43.34%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return43.34%
Worst 3-yr total return0.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPRIXCategory
YTD-4.61%20.43%
1-month-0.35%2.69%
3-month-4.61%11.34%
1-year3.28%36.79%
3-year-0.03%10.81%
5-year3.10%7.03%
10-year5.98%9.08%
Last bull market42.67%31.03%
Last bear market-18.36%-16.60%

Annual total return (%) history

Year
APRIXCategory
2024
N/AN/A
2023
9.87%N/A
2022
-29.49%N/A
2021
43.34%N/A
2020
-0.65%-4.49%
2019
30.45%27.28%
2018
-7.85%-5.97%
2017
7.35%6.22%
2016
7.67%6.89%
2015
1.25%2.41%
2014
31.65%28.03%
2013
6.64%1.55%
2012
16.70%17.60%
2011
7.89%7.51%
2010
22.50%27.08%
2009
32.25%31.26%
2008
-35.11%-39.55%
2007
-13.48%-14.66%
2006
N/A33.58%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-4.61%N/AN/AN/A
20231.47%0.40%-8.30%17.61%
2022-6.31%-18.36%-9.90%2.30%
20216.01%11.96%1.61%18.85%
2020-22.65%13.84%2.20%10.40%
201917.84%2.07%7.97%0.46%
2018-8.21%9.45%0.11%-8.38%
2017-0.19%3.67%1.06%2.66%
20163.84%5.61%-0.26%-1.57%
20155.95%-10.56%2.41%4.33%
20149.00%7.63%-2.83%15.49%
20139.01%-2.52%-1.58%1.96%
20129.94%3.39%0.22%2.45%
20117.27%4.33%-17.00%16.14%
20109.14%-4.63%11.39%5.66%
2009-27.10%23.21%32.24%11.35%
2008-1.18%-6.03%6.82%-34.59%
20074.30%-9.90%3.21%-10.79%
200610.24%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month99
3-month98
1-year94
3-year89
5-year69

Load adjusted returns

1-year3.28%
3-year-0.03%
5-year3.10%
10-year5.98%