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Ultimus Managers Trust - Karner Blue Biodiversity Impact Fund (KAIBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.830.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.38%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (23 Jan 2024)18.53%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return18.53%
Worst 3-yr total return4.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKAIBXCategory
YTD16.63%12.08%
1-month8.56%0.64%
3-month8.01%6.49%
1-year16.63%38.01%
3-year4.51%12.74%
5-year0.00%12.82%
10-year0.00%9.05%
Last bull market33.13%18.82%
Last bear market-17.92%-20.53%

Annual total return (%) history

Year
KAIBXCategory
2023
16.63%N/A
2022
-15.00%N/A
2021
15.14%N/A
2020
18.53%12.96%
2019
N/A25.26%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20239.27%4.95%-5.84%8.01%
2022-3.50%-17.92%-2.69%10.29%
20214.90%5.95%-4.05%7.97%
2020-19.09%19.59%7.76%13.69%
20199.21%N/AN/AN/A

Rank in category (by total return)

YTD64
1-month2
3-month90
1-year64
3-year69
5-yearN/A

Load adjusted returns

1-year16.63%
3-year4.51%
5-yearN/A
10-yearN/A