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Kopernik Global All-Cap A (KGGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.00+0.01 (+0.08%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.39%
5-year average return12.04%
Number of years up6
Number of years down4
Best 1-yr total return (2 May 2024)51.57%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return51.57%
Worst 3-yr total return1.90%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKGGAXCategory
YTD1.88%14.60%
1-month1.36%-1.66%
3-month4.92%5.70%
1-year9.06%46.89%
3-year2.90%6.61%
5-year11.86%9.96%
10-year6.33%6.46%
Last bull market5.29%14.17%
Last bear market-14.09%-22.90%

Annual total return (%) history

Year
KGGAXCategory
2024
N/AN/A
2023
13.06%N/A
2022
-9.22%N/A
2021
16.59%N/A
2020
36.89%8.61%
2019
9.74%19.18%
2018
-11.34%-19.13%
2017
8.74%27.52%
2016
51.57%4.24%
2015
-12.32%2.27%
2014
-19.75%-6.56%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.51%N/AN/AN/A
20233.74%-0.43%3.62%5.63%
2022-0.29%-14.09%-6.24%13.03%
20217.86%8.77%-0.65%0.03%
2020-18.56%37.75%4.98%16.24%
20194.80%4.17%-4.49%5.25%
2018-0.95%-2.77%-6.08%-1.99%
20172.96%-5.37%9.42%2.00%
201613.64%20.18%10.20%0.71%
2015-1.27%2.95%-13.09%-0.75%
20142.43%4.64%-10.85%-16.02%

Rank in category (by total return)

YTD59
1-month6
3-month34
1-year62
3-year46
5-year4

Load adjusted returns

1-year2.79%
3-year0.89%
5-year10.54%
10-year5.70%