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Capital Advisors Growth Investor (CIAOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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45.89-0.22 (-0.48%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.27%
5-year average return15.50%
Number of years up17
Number of years down7
Best 1-yr total return (27 Jun 2024)34.81%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return34.81%
Worst 3-yr total return6.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCIAOXCategory
YTD12.90%12.38%
1-month4.87%5.09%
3-month4.19%10.28%
1-year28.97%41.70%
3-year8.14%22.56%
5-year16.34%21.98%
10-year11.65%15.99%
Last bull market25.55%25.99%
Last bear market-16.20%-17.29%

Annual total return (%) history

Year
CIAOXCategory
2024
N/AN/A
2023
24.35%N/A
2022
-18.96%N/A
2021
21.60%N/A
2020
29.03%35.86%
2019
34.81%31.90%
2018
-4.80%-2.09%
2017
14.98%27.67%
2016
9.71%3.23%
2015
-3.22%3.60%
2014
12.57%10.00%
2013
29.10%33.92%
2012
12.74%15.34%
2011
1.44%-2.46%
2010
11.54%15.53%
2009
21.74%35.68%
2008
-29.41%-40.67%
2007
12.96%13.35%
2006
6.93%7.05%
2005
5.39%6.71%
2004
12.52%7.81%
2003
33.12%28.66%
2002
-28.31%-27.64%
2001
-24.05%-22.30%
2000
-13.50%-13.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.20%N/AN/AN/A
20235.80%8.48%-2.02%10.58%
2022-4.96%-16.20%-4.52%6.56%
20214.10%8.24%-0.59%8.56%
2020-14.79%22.56%9.09%13.26%
201914.11%5.68%1.73%9.89%
20181.25%4.73%5.91%-15.23%
20175.89%1.96%3.15%3.24%
20161.40%2.14%4.28%1.58%
20151.77%-1.17%-9.12%5.89%
20141.75%5.41%0.12%4.83%
20137.65%2.53%6.88%9.44%
201212.35%-5.42%6.12%-0.02%
20114.13%0.57%-11.15%9.03%
20104.50%-9.79%10.30%7.27%
2009-4.81%10.12%10.47%5.14%
2008-7.57%-5.96%-4.68%-14.80%
20071.26%7.70%5.42%-1.75%
20062.96%-4.44%1.91%6.64%
2005-7.94%4.31%6.86%2.69%
20040.16%2.79%-0.93%10.32%
2003-1.27%14.41%5.83%11.37%
2002-6.01%-17.57%-13.46%6.92%
2001-30.23%19.06%-29.23%29.20%
200016.30%-6.06%10.76%-28.51%

Rank in category (by total return)

YTD46
1-month58
3-month17
1-year66
3-year39
5-year40

Load adjusted returns

1-year28.97%
3-year8.14%
5-year16.34%
10-year11.65%