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Clarkston Partners Institutional (CISMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.67-0.08 (-0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.15%
5-year average return7.96%
Number of years up6
Number of years down2
Best 1-yr total return (23 Jun 2024)23.94%
Worst 1-yr total return (23 Jun 2024)N/A
Best 3-yr total return23.94%
Worst 3-yr total return4.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCISMXCategory
YTD-0.72%21.28%
1-month2.68%-1.96%
3-month-3.36%4.90%
1-year8.10%55.83%
3-year-1.64%11.08%
5-year8.62%11.93%
10-year0.00%10.64%
Last bull market19.35%25.54%
Last bear market-7.36%-22.08%

Annual total return (%) history

Year
CISMXCategory
2024
N/AN/A
2023
6.40%N/A
2022
-0.12%N/A
2021
7.95%N/A
2020
17.43%2.63%
2019
23.94%25.18%
2018
-7.16%-12.86%
2017
12.83%13.22%
2016
15.51%18.06%
2015
N/A-5.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.24%N/AN/AN/A
20230.00%5.82%-7.59%8.80%
20223.20%-7.36%-4.66%9.58%
202113.24%0.53%-7.67%2.70%
2020-21.75%16.72%4.50%23.04%
201910.72%3.12%1.51%6.94%
20180.71%2.42%0.84%-10.74%
20172.89%0.60%4.48%4.34%
20163.80%1.25%5.42%4.26%
20153.32%N/AN/AN/A

Rank in category (by total return)

YTD99
1-month78
3-month100
1-year98
3-year100
5-year86

Load adjusted returns

1-year8.10%
3-year-1.64%
5-year8.62%
10-yearN/A