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Beacon Planned Return Strategy Instl (BPRLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.11+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.61%
5-year average return8.03%
Number of years up4
Number of years down2
Best 1-yr total return (17 Jun 2024)19.09%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return19.09%
Worst 3-yr total return3.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBPRLXCategory
YTD4.66%6.64%
1-month1.76%1.03%
3-month2.32%3.58%
1-year14.47%16.67%
3-year6.44%6.96%
5-year8.74%6.01%
10-year0.00%4.42%
Last bull market10.31%12.48%
Last bear market-10.51%-10.95%

Annual total return (%) history

Year
BPRLXCategory
2024
N/AN/A
2023
19.09%N/A
2022
-7.52%N/A
2021
9.68%N/A
2020
9.48%7.16%
2019
18.01%11.34%
2018
-2.38%-3.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.23%N/AN/AN/A
20236.42%5.83%-0.09%5.84%
2022-0.20%-10.51%-3.43%7.22%
20212.94%2.67%-0.09%3.87%
2020-12.85%13.83%4.48%5.62%
20199.40%3.00%1.26%3.43%
2018-0.88%2.67%3.47%-7.30%

Rank in category (by total return)

YTD69
1-month79
3-month68
1-year64
3-year45
5-year32

Load adjusted returns

1-year14.47%
3-year6.44%
5-year8.74%
10-yearN/A