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Unified Series Trust - Absolute Convertible Arbitrage Fund (ARBIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.13-0.00 (-0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.57%
5-year average return4.50%
Number of years up5
Number of years down1
Best 1-yr total return (27 Jun 2024)9.28%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return9.28%
Worst 3-yr total return2.54%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnARBIXCategory
YTD3.02%2.15%
1-month0.72%0.60%
3-month1.72%0.76%
1-year6.11%12.52%
3-year3.20%6.54%
5-year4.58%5.66%
10-year0.00%4.27%
Last bull market4.35%5.79%
Last bear market-3.07%-2.87%

Annual total return (%) history

Year
ARBIXCategory
2024
N/AN/A
2023
5.30%N/A
2022
-0.54%N/A
2021
2.95%N/A
2020
9.28%11.03%
2019
6.38%8.18%
2018
2.07%-0.35%
2017
N/A3.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.20%N/AN/AN/A
20231.30%1.52%0.83%1.55%
2022-0.54%-3.07%1.21%1.94%
20211.25%0.18%0.79%0.70%
2020-2.18%4.46%3.81%3.03%
20192.84%1.30%1.14%0.96%
20180.98%0.77%0.58%-0.28%
20171.13%N/AN/AN/A

Rank in category (by total return)

YTD36
1-month57
3-month57
1-year56
3-year14
5-year36

Load adjusted returns

1-year6.11%
3-year3.20%
5-year4.58%
10-yearN/A