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KBI Global Investors Aquarius Instl (KBIWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.10+0.02 (+0.15%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.62%
5-year average return13.12%
Number of years up4
Number of years down1
Best 1-yr total return (19 May 2024)27.33%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return27.33%
Worst 3-yr total return7.37%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKBIWXCategory
YTD2.09%20.74%
1-month-2.79%-1.94%
3-month4.54%7.31%
1-year13.59%63.77%
3-year5.25%9.96%
5-year9.94%11.51%
10-year0.00%3.43%
Last bull market24.07%19.09%
Last bear market-11.04%-29.67%

Annual total return (%) history

Year
KBIWXCategory
2024
N/AN/A
2023
19.48%N/A
2022
-14.33%N/A
2021
27.33%N/A
2020
13.48%16.37%
2019
24.31%14.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.02%N/AN/AN/A
20236.92%3.37%-6.43%15.54%
2022-10.48%-11.04%-7.48%16.28%
20216.87%8.59%0.79%8.86%
2020-25.02%18.11%9.12%17.44%
201913.20%0.85%-0.09%8.99%

Rank in category (by total return)

YTD62
1-month65
3-month75
1-year25
3-year48
5-year54

Load adjusted returns

1-year13.59%
3-year5.25%
5-year9.94%
10-yearN/A