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Financial Investors Trust - RiverFront Asset Allocation Moderate (RMIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.74-0.05 (-0.42%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return5.74%
5-year average return4.75%
Number of years up8
Number of years down2
Best 1-yr total return (3 Feb 2019)16.42%
Worst 1-yr total return (3 Feb 2019)-7.06%
Best 3-yr total return16.42%
Worst 3-yr total return3.42%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMIIXCategory
YTD-2.65%9.69%
1-month-1.41%0.91%
3-month-0.28%5.21%
1-year7.50%27.06%
3-year9.16%11.00%
5-year7.99%10.26%
10-year6.63%8.34%
Last bull market12.62%15.58%
Last bear market-10.57%-12.16%

Annual total return (%) history

Year
RMIIXCategory
2021
11.30%N/A
2020
7.60%11.72%
2019
16.42%19.23%
2018
-7.06%-5.76%
2017
12.20%13.21%
2016
6.25%7.34%
2015
-0.15%-1.93%
2014
4.27%6.21%
2013
13.90%16.48%
2012
8.67%11.72%
2011
0.81%-0.11%
2010
N/A11.83%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20211.45%5.03%-0.46%4.94%
2020-12.01%10.86%4.09%5.97%
20198.53%1.80%1.09%4.24%
2018-0.77%1.15%2.01%-9.23%
20173.33%2.23%3.01%3.12%
20160.07%2.74%2.37%0.95%
20153.38%-1.28%-5.89%3.96%
20140.97%3.51%-1.53%1.32%
20134.15%-0.29%4.13%5.33%
20125.80%-1.96%3.46%1.26%
20113.13%0.98%-9.14%6.54%
20103.41%N/AN/AN/A

Rank in category (by total return)

YTD80
1-month19
3-month13
1-year95
3-year92
5-year89

Load adjusted returns

1-year16.24%
3-year7.38%
5-year7.48%
10-year6.62%