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Westwood Real Estate Income C (KIFCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.20+0.02 (+0.12%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.90%
5-year average return1.67%
Number of years up15
Number of years down7
Best 1-yr total return (22 Apr 2024)73.60%
Worst 1-yr total return (22 Apr 2024)N/A
Best 3-yr total return73.60%
Worst 3-yr total return-2.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKIFCXCategory
YTD-1.09%5.09%
1-month0.30%1.29%
3-month-1.09%3.60%
1-year10.02%19.60%
3-year1.39%7.20%
5-year2.00%5.90%
10-year3.10%6.54%
Last bull market23.98%11.27%
Last bear market-7.41%-4.58%

Annual total return (%) history

Year
KIFCXCategory
2024
N/AN/A
2023
13.49%N/A
2022
-14.92%N/A
2021
14.35%N/A
2020
-3.69%4.83%
2019
17.51%17.63%
2018
-9.51%-5.49%
2017
0.87%9.78%
2016
12.96%5.66%
2015
-1.67%3.18%
2014
16.07%11.44%
2013
3.68%1.11%
2012
18.48%18.05%
2011
2.29%2.26%
2010
25.46%18.29%
2009
73.60%50.41%
2008
-40.99%-26.18%
2007
-24.80%-12.38%
2006
14.61%9.14%
2005
-2.71%-0.21%
2004
10.43%8.57%
2003
23.03%20.95%
2002
16.07%16.50%
2001
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.09%N/AN/AN/A
20232.03%3.99%-2.44%9.64%
2022-2.89%-7.41%-6.86%1.59%
20214.77%4.83%1.48%2.60%
2020-31.75%19.87%8.07%8.93%
201911.93%0.55%3.82%0.58%
2018-6.57%4.08%2.34%-9.07%
20170.77%0.83%0.50%-1.21%
20162.32%6.08%4.35%-0.27%
20152.78%-2.61%-3.29%1.58%
20147.15%4.67%-1.05%4.60%
20137.21%-1.95%-1.48%0.11%
20127.28%3.36%3.60%3.13%
20112.98%1.89%-6.59%4.36%
201010.88%-0.82%10.00%3.71%
2009-8.81%38.59%26.90%8.24%
20080.75%-0.21%-24.01%-22.76%
2007-0.87%-0.00%-10.14%-15.57%
20063.82%0.85%3.86%5.40%
2005-2.63%4.32%-1.55%-2.72%
20044.99%-6.33%6.77%5.17%
20032.07%10.44%1.67%7.35%
20025.91%6.94%-2.35%4.96%
200117.48%0.91%7.87%N/A

Rank in category (by total return)

YTD100
1-month70
3-month100
1-year86
3-year23
5-year76

Load adjusted returns

1-year9.02%
3-year1.39%
5-year2.00%
10-year3.10%