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Fintrust Income and Opportunity Instl (HIOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.54+0.04 (+0.35%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.65%
5-year average return4.96%
Number of years up4
Number of years down3
Best 1-yr total return (26 Jun 2024)15.35%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return15.35%
Worst 3-yr total return-0.23%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHIOIXCategory
YTD4.34%9.18%
1-month-0.09%-0.20%
3-month2.36%3.85%
1-year19.72%22.90%
3-year-2.33%7.45%
5-year5.25%7.00%
10-year0.00%4.81%
Last bull market18.70%11.80%
Last bear market-2.72%-12.04%

Annual total return (%) history

Year
HIOIXCategory
2024
N/AN/A
2023
15.35%N/A
2022
-9.11%N/A
2021
-1.24%N/A
2020
10.65%7.89%
2019
13.28%11.90%
2018
-6.46%-6.29%
2017
8.69%11.18%
2016
N/A2.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.19%N/AN/AN/A
20232.24%4.17%-0.30%8.63%
2022-7.46%-2.72%-5.27%6.59%
202110.46%2.61%-9.07%-4.18%
2020-19.92%18.99%7.14%8.39%
20197.20%1.92%-2.73%6.59%
2018-1.73%1.30%1.10%-7.05%
20173.21%0.52%2.32%2.38%
2016-1.23%3.35%3.97%N/A

Rank in category (by total return)

YTD71
1-month92
3-month53
1-year34
3-year90
5-year74

Load adjusted returns

1-year19.72%
3-year-2.33%
5-year5.25%
10-yearN/A