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Bright Rock Mid Cap Growth Instl (BQMGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.23-0.21 (-0.86%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.33%
5-year average return9.45%
Number of years up10
Number of years down3
Best 1-yr total return (27 Jun 2024)32.06%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return32.06%
Worst 3-yr total return3.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBQMGXCategory
YTD7.64%10.80%
1-month2.25%4.43%
3-month1.11%7.00%
1-year15.40%48.17%
3-year4.17%21.26%
5-year10.91%20.18%
10-year10.40%14.07%
Last bull market26.35%27.14%
Last bear market-14.53%-21.26%

Annual total return (%) history

Year
BQMGXCategory
2024
N/AN/A
2023
13.00%N/A
2022
-19.32%N/A
2021
23.11%N/A
2020
19.61%39.26%
2019
32.06%32.52%
2018
-6.68%-6.65%
2017
22.15%23.91%
2016
13.70%6.03%
2015
1.00%-0.95%
2014
5.31%7.00%
2013
26.69%34.93%
2012
7.64%14.07%
2011
-6.84%-3.96%
2010
N/A24.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.14%N/AN/AN/A
20237.84%2.25%-7.11%10.32%
2022-8.85%-14.53%-4.13%8.02%
20211.16%8.88%0.66%11.04%
2020-23.19%26.19%7.46%14.84%
201913.76%6.51%3.13%5.67%
20181.69%1.31%3.61%-12.57%
20175.74%1.07%4.51%9.36%
20164.78%5.02%1.74%1.55%
20157.31%-3.83%-5.60%3.68%
2014-1.91%2.69%-3.13%7.92%
201310.01%-1.84%8.08%8.55%
201212.01%-7.32%3.32%0.36%
20118.20%0.99%-22.65%10.22%
201015.22%14.81%N/AN/A

Rank in category (by total return)

YTD27
1-month47
3-month20
1-year77
3-year13
5-year35

Load adjusted returns

1-year15.40%
3-year4.17%
5-year10.91%
10-year10.40%