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Oakhurst Fixed Income (OHFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.58-0.02 (-0.23%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.23%
5-year average return0.37%
Number of years up9
Number of years down2
Best 1-yr total return (9 May 2024)7.35%
Worst 1-yr total return (9 May 2024)N/A
Best 3-yr total return7.35%
Worst 3-yr total return-2.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnOHFIXCategory
YTD-2.50%-0.61%
1-month-2.30%0.77%
3-month-2.51%1.99%
1-year0.36%3.06%
3-year-2.81%5.69%
5-year0.17%3.75%
10-year1.58%3.84%
Last bull market7.32%4.61%
Last bear market-4.20%1.87%

Annual total return (%) history

Year
OHFIXCategory
2024
N/AN/A
2023
6.68%N/A
2022
-12.27%N/A
2021
-0.60%N/A
2020
6.71%8.06%
2019
7.35%8.94%
2018
0.74%-0.61%
2017
4.13%4.27%
2016
3.13%3.86%
2015
1.80%-0.45%
2014
4.93%5.42%
2013
0.54%-0.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.20%N/AN/AN/A
20233.00%-0.65%-1.89%6.26%
2022-5.48%-4.20%-4.02%0.95%
2021-1.86%1.50%0.21%-0.43%
20200.71%3.86%1.14%0.88%
20192.62%2.82%1.65%0.09%
2018-0.91%0.14%0.46%1.06%
20171.20%1.43%1.13%0.31%
20161.84%1.97%0.98%-1.66%
20151.49%-0.65%0.97%-0.01%
20142.02%1.82%0.08%0.94%
20130.69%-2.10%1.02%0.96%

Rank in category (by total return)

YTD39
1-month36
3-month38
1-year32
3-year26
5-year51

Load adjusted returns

1-year0.36%
3-year-2.81%
5-year0.17%
10-year1.58%