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Edgar Lomax Value (LOMAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.48+0.08 (+0.56%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.23%
5-year average return7.45%
Number of years up18
Number of years down8
Best 1-yr total return (1 May 2024)31.49%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return31.49%
Worst 3-yr total return3.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLOMAXCategory
YTD7.89%17.52%
1-month5.84%-0.87%
3-month7.89%5.51%
1-year16.30%42.88%
3-year8.39%11.93%
5-year8.60%12.07%
10-year8.94%10.95%
Last bull market42.16%23.18%
Last bear market-7.80%-17.87%

Annual total return (%) history

Year
LOMAXCategory
2024
N/AN/A
2023
5.17%N/A
2022
-0.55%N/A
2021
25.74%N/A
2020
-5.75%2.91%
2019
23.27%25.04%
2018
-3.30%-8.53%
2017
19.48%15.94%
2016
17.01%14.81%
2015
-5.31%-4.05%
2014
15.39%10.21%
2013
31.49%31.21%
2012
7.04%14.57%
2011
8.95%-0.75%
2010
13.34%13.66%
2009
21.30%24.13%
2008
-34.05%-37.09%
2007
-0.93%1.42%
2006
22.21%18.15%
2005
3.97%5.95%
2004
10.38%12.97%
2003
23.17%28.44%
2002
-13.05%-18.69%
2001
-5.30%-4.99%
2000
8.60%7.87%
1999
5.47%6.72%
1998
10.87%12.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.89%N/AN/AN/A
2023-2.44%-0.22%-0.66%8.76%
20221.40%-7.80%-7.18%14.60%
202111.43%4.56%-0.75%8.74%
2020-26.73%10.89%0.25%15.72%
20199.14%2.65%3.51%6.30%
2018-3.97%2.03%8.86%-9.34%
20173.55%1.50%5.69%7.57%
20164.46%4.75%2.00%4.83%
2015-1.79%-0.91%-7.80%5.53%
20143.41%4.47%2.30%4.40%
201311.49%3.35%3.96%9.77%
20126.49%-1.35%4.18%-2.20%
20114.88%3.39%-9.29%10.75%
20105.07%-10.09%12.17%6.95%
2009-16.84%16.72%17.36%6.50%
2008-6.17%-7.57%-3.90%-20.88%
2007-0.44%7.17%0.48%-7.59%
20065.35%-0.49%7.74%8.19%
2005-0.75%1.68%1.32%1.68%
20040.36%-1.25%0.82%10.48%
2003-9.07%18.27%1.32%13.04%
20027.84%-7.01%-20.39%8.91%
2001-5.95%6.61%-11.36%6.56%
2000-8.61%-4.66%9.47%13.87%
1999-1.61%16.23%-8.31%0.59%
19988.46%-0.91%-6.68%10.54%

Rank in category (by total return)

YTD66
1-month22
3-month66
1-year78
3-year61
5-year87

Load adjusted returns

1-year16.30%
3-year8.39%
5-year8.60%
10-year8.94%