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Adaptive Tactical Economic Fund Class A Shares (CAVMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.82+0.04 (+0.37%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return3.45%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (3 Feb 2019)16.87%
Worst 1-yr total return (3 Feb 2019)-0.67%
Best 3-yr total return16.87%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAVMXCategory
YTD21.03%9.69%
1-month7.98%0.97%
3-month5.87%5.21%
1-year30.83%27.45%
3-year11.15%8.85%
5-year0.00%8.56%
10-year0.00%5.61%
Last bull market0.00%10.63%
Last bear market0.00%-12.05%

Annual total return (%) history

Year
CAVMXCategory
2021
N/AN/A
2020
-0.67%9.83%
2019
16.87%14.61%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20215.15%N/AN/AN/A
2020-20.78%9.54%2.69%11.47%
20196.90%2.39%1.05%5.67%

Rank in category (by total return)

YTD25
1-month19
3-month28
1-year40
3-year55
5-year34

Load adjusted returns

1-year22.40%
3-year6.23%
5-year8.35%
10-yearN/A