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Altegris/AACA Opportunistic Real Estt I (RAAIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.35-0.07 (-0.56%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.27%
5-year average return0.75%
Number of years up6
Number of years down3
Best 1-yr total return (29 Apr 2024)46.42%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return46.42%
Worst 3-yr total return-10.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAAIXCategory
YTD4.44%20.43%
1-month4.93%2.69%
3-month4.44%11.34%
1-year9.38%36.79%
3-year-9.43%10.81%
5-year3.11%7.03%
10-year6.87%9.08%
Last bull market33.55%31.03%
Last bear market-19.01%-16.60%

Annual total return (%) history

Year
RAAIXCategory
2024
N/AN/A
2023
11.46%N/A
2022
-40.06%N/A
2021
8.86%N/A
2020
28.45%-4.49%
2019
46.42%27.28%
2018
-18.16%-5.97%
2017
24.01%6.22%
2016
12.88%6.89%
2015
-0.31%2.41%
2014
N/A28.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.44%N/AN/AN/A
20236.42%-0.98%-7.50%14.34%
2022-12.38%-19.01%-12.87%-3.05%
20212.23%8.17%-6.25%5.01%
2020-13.05%17.70%8.95%15.19%
201922.57%5.24%8.88%4.25%
2018-5.67%8.05%-5.50%-15.04%
20178.76%1.77%2.78%9.01%
20160.61%10.56%0.54%0.93%
20154.73%-4.70%-3.87%3.91%
20148.92%-0.96%10.43%N/A

Rank in category (by total return)

YTD3
1-month3
3-month3
1-year33
3-year99
5-year68

Load adjusted returns

1-year9.38%
3-year-9.43%
5-year3.11%
10-year6.87%