Singapore markets close in 6 hours 34 minutes

Investment Managers Series Trust - Bernzott U.S. Small Cap Value Fund (BSCVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
11.36+0.01 (+0.09%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.05%
5-year average return5.08%
Number of years up8
Number of years down3
Best 1-yr total return (31 Mar 2024)27.31%
Worst 1-yr total return (31 Mar 2024)N/A
Best 3-yr total return27.31%
Worst 3-yr total return-0.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBSCVXCategory
YTD3.01%20.19%
1-month5.42%0.02%
3-month12.30%4.36%
1-year7.84%60.18%
3-year-2.13%11.32%
5-year5.04%13.88%
10-year7.35%11.19%
Last bull market34.19%27.98%
Last bear market-17.75%-24.08%

Annual total return (%) history

Year
BSCVXCategory
2023
11.09%N/A
2022
-21.84%N/A
2021
12.45%N/A
2020
14.82%10.99%
2019
26.19%23.75%
2018
-6.20%-12.72%
2017
26.85%12.28%
2016
16.05%20.78%
2015
-8.67%-5.38%
2014
5.26%3.79%
2013
27.31%37.39%
2012
N/A15.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-0.10%1.61%-3.46%13.36%
2022-5.00%-17.75%-9.50%10.53%
202110.22%1.33%-3.20%4.01%
2020-33.05%26.66%8.62%24.65%
201913.73%1.32%-1.37%11.04%
20181.11%5.08%10.90%-20.39%
20176.54%2.73%10.14%5.22%
20161.26%4.99%4.83%4.13%
20152.46%1.32%-11.77%-0.28%
2014-3.48%5.52%-2.91%6.44%
20136.91%0.43%7.21%10.60%
20128.50%N/AN/AN/A

Rank in category (by total return)

YTD28
1-month33
3-month60
1-year67
3-year95
5-year91

Load adjusted returns

1-year7.84%
3-year-2.13%
5-year5.04%
10-year7.35%