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Cardinal Small Cap Value Institutional (CCMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.81+0.15 (+1.10%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.76%
5-year average return3.92%
Number of years up6
Number of years down3
Best 1-yr total return (2 May 2024)26.13%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return26.13%
Worst 3-yr total return0.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCMSXCategory
YTD1.20%20.19%
1-month-5.47%0.02%
3-month2.82%4.36%
1-year11.71%60.18%
3-year-2.84%11.32%
5-year3.55%13.88%
10-year5.21%11.19%
Last bull market26.58%27.98%
Last bear market-13.59%-24.08%

Annual total return (%) history

Year
CCMSXCategory
2024
N/AN/A
2023
6.88%N/A
2022
-17.81%N/A
2021
26.13%N/A
2020
-1.83%10.99%
2019
22.61%23.75%
2018
-14.34%-12.72%
2017
13.78%12.28%
2016
18.22%20.78%
2015
1.47%-5.38%
2014
N/A3.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.06%N/AN/AN/A
2023-1.35%0.00%-3.94%12.79%
2022-2.97%-13.59%-7.86%6.40%
202118.20%1.79%-0.81%5.70%
2020-38.81%22.05%1.17%29.93%
20198.48%4.62%0.68%7.31%
20180.47%3.26%2.26%-19.25%
20172.22%0.75%5.56%4.66%
20161.10%3.45%4.00%8.69%
20158.04%-0.92%-10.01%5.33%
2014-8.54%8.07%N/AN/A

Rank in category (by total return)

YTD23
1-month20
3-month28
1-year74
3-year87
5-year94

Load adjusted returns

1-year11.71%
3-year-2.84%
5-year3.55%
10-year5.21%