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(LUISX)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return-36.52%
5-year average return2.32%
Number of years up4
Number of years down2
Best 1-yr total return (27 Oct 2022)34.01%
Worst 1-yr total return (27 Oct 2022)N/A
Best 3-yr total return34.01%
Worst 3-yr total return3.82%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLUISXCategory
YTD-36.52%7.01%
1-month2.69%0.44%
3-month-13.85%6.77%
1-year-36.35%34.50%
3-year0.24%13.81%
5-year2.32%13.83%
10-year0.00%8.22%
Last bull market37.38%17.48%
Last bear market-18.15%-22.43%

Annual total return (%) history

N/A

Past quarterly returns (%)

N/A

Rank in category (by total return)

YTD85
1-month79
3-month91
1-year70
3-year29
5-year22

Load adjusted returns

1-year-35.47%
3-year-0.13%
5-year1.68%
10-yearN/A