Singapore markets close in 2 hours 54 minutes

Astor Dynamic Allocation I (ASTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.50+0.02 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.79%
5-year average return4.87%
Number of years up10
Number of years down4
Best 1-yr total return (25 Jun 2024)19.36%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return19.36%
Worst 3-yr total return1.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnASTIXCategory
YTD4.53%9.69%
1-month2.30%0.97%
3-month1.91%5.21%
1-year12.82%27.45%
3-year2.83%8.85%
5-year5.28%8.56%
10-year5.18%5.61%
Last bull market12.22%10.63%
Last bear market-9.45%-12.05%

Annual total return (%) history

Year
ASTIXCategory
2024
N/AN/A
2023
9.78%N/A
2022
-11.50%N/A
2021
14.19%N/A
2020
2.42%9.83%
2019
19.36%14.61%
2018
-7.61%-7.70%
2017
16.10%12.63%
2016
7.07%5.99%
2015
-2.39%-5.93%
2014
7.84%2.41%
2013
12.20%8.62%
2012
1.52%9.45%
2011
-6.01%-3.36%
2010
8.54%10.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.52%N/AN/AN/A
20231.34%2.96%-0.99%6.27%
2022-4.44%-9.45%-0.72%3.01%
20212.29%5.53%-1.36%7.23%
2020-13.18%5.30%2.67%9.13%
201911.15%2.36%1.05%3.83%
2018-0.37%2.48%4.27%-13.21%
20174.03%1.68%3.94%5.59%
20161.30%2.60%2.11%0.88%
20151.74%-1.41%-6.32%3.88%
20141.52%3.60%-1.37%3.95%
20134.90%-0.71%2.56%5.02%
2012-0.56%-0.38%2.55%-0.07%
20112.50%-0.90%-8.74%1.41%
20102.40%-7.92%9.34%5.27%

Rank in category (by total return)

YTD61
1-month72
3-month56
1-year50
3-year33
5-year58

Load adjusted returns

1-year12.82%
3-year2.83%
5-year5.28%
10-year5.18%