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LDR Real Estate Value Opportunity Instl (HLRRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.99-0.12 (-1.19%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.22%
5-year average return5.07%
Number of years up13
Number of years down8
Best 1-yr total return (24 Jun 2024)42.66%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return42.66%
Worst 3-yr total return-2.17%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHLRRXCategory
YTD-2.61%20.43%
1-month4.00%2.69%
3-month4.00%11.34%
1-year10.97%36.79%
3-year-1.25%10.81%
5-year5.25%7.03%
10-year4.27%9.08%
Last bull market12.16%31.03%
Last bear market-15.48%-16.60%

Annual total return (%) history

Year
HLRRXCategory
2024
N/AN/A
2023
10.48%N/A
2022
-21.25%N/A
2021
40.39%N/A
2020
-3.71%-4.49%
2019
31.75%27.28%
2018
-13.63%-5.97%
2017
-1.36%6.22%
2016
9.89%6.89%
2015
-0.95%2.41%
2014
18.48%28.03%
2013
14.75%1.55%
2012
29.17%17.60%
2011
-2.29%7.51%
2010
32.98%27.08%
2009
42.66%31.26%
2008
-32.38%-39.55%
2007
-10.19%-14.66%
2006
24.94%33.58%
2005
7.76%11.51%
2004
18.66%32.02%
2003
21.49%36.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.69%N/AN/AN/A
2023-0.53%3.49%-3.60%11.33%
2022-4.08%-15.48%-9.38%7.19%
202113.41%9.86%2.40%10.04%
2020-36.77%23.67%3.76%18.68%
201915.50%4.21%5.24%4.02%
2018-8.58%9.63%-2.17%-11.91%
2017-0.76%0.74%-1.00%-0.34%
20161.40%2.50%6.30%-0.54%
20153.55%-7.24%-3.59%6.95%
20144.41%6.45%-3.06%9.96%
201313.90%-2.25%-0.57%3.66%
201216.35%1.66%5.02%3.98%
20115.81%0.04%-20.78%16.52%
201011.55%-9.66%15.27%14.47%
2009-26.63%33.29%34.51%8.46%
20083.24%-1.42%0.12%-33.64%
20073.30%-0.29%-1.33%-11.63%
20068.57%0.07%7.25%7.22%
2005-1.78%7.18%2.50%-0.13%
20049.30%-4.17%2.99%10.00%
2003-0.02%8.19%4.70%7.28%

Rank in category (by total return)

YTD23
1-month72
3-month4
1-year19
3-year42
5-year7

Load adjusted returns

1-year10.97%
3-year-1.25%
5-year5.25%
10-year4.27%