Singapore markets closed

(MRVIX)

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Performance overview

Morningstar return rating★★★
Year-to-date return11.11%
5-year average return7.18%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)38.88%
Worst 1-yr total return (3 Feb 2019)-15.28%
Best 3-yr total return38.88%
Worst 3-yr total return0.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMRVIXCategory
YTD-3.82%21.28%
1-month-0.46%-1.96%
3-month-1.18%4.90%
1-year23.45%55.83%
3-year13.16%11.08%
5-year12.49%11.93%
10-year11.43%10.64%
Last bull market27.01%25.54%
Last bear market-24.06%-22.08%

Annual total return (%) history

Year
MRVIXCategory
2021
35.07%N/A
2020
0.60%2.63%
2019
20.65%25.18%
2018
-15.28%-12.86%
2017
14.70%13.22%
2016
17.46%18.06%
2015
-5.79%-5.41%
2014
11.76%9.31%
2013
38.88%35.14%
2012
19.34%16.60%
2011
-6.56%-3.96%
2010
21.98%21.92%
2009
36.94%35.41%
2008
N/A-36.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202115.87%6.12%0.91%8.84%
2020-34.83%17.58%5.86%24.02%
201912.09%1.07%-0.19%6.70%
2018-2.73%0.58%1.81%-14.94%
20172.81%0.51%3.58%7.17%
20160.41%1.13%6.45%8.67%
20152.34%-1.24%-9.88%3.42%
20142.17%5.85%-2.36%5.83%
201313.44%4.24%7.37%9.39%
201213.23%-4.64%5.97%4.30%
20117.55%-2.93%-20.57%12.68%
20108.96%-11.64%12.87%12.25%
2009-8.93%18.04%21.90%4.50%
20081.00%-10.84%-22.53%N/A

Rank in category (by total return)

YTD13
1-month24
3-month9
1-year17
3-year67
5-year67

Load adjusted returns

1-year56.51%
3-year9.32%
5-year10.44%
10-year11.95%