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Red Oak Technology Select (ROGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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43.69-0.06 (-0.14%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.97%
5-year average return13.90%
Number of years up19
Number of years down6
Best 1-yr total return (28 Apr 2024)77.88%
Worst 1-yr total return (28 Apr 2024)N/A
Best 3-yr total return77.88%
Worst 3-yr total return2.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnROGSXCategory
YTD13.39%12.31%
1-month3.21%6.23%
3-month13.39%8.63%
1-year45.53%53.90%
3-year10.85%27.50%
5-year15.49%28.80%
10-year16.18%18.74%
Last bull market39.27%24.03%
Last bear market-20.45%-20.41%

Annual total return (%) history

Year
ROGSXCategory
2024
N/AN/A
2023
47.76%N/A
2022
-31.15%N/A
2021
24.95%N/A
2020
26.29%55.91%
2019
34.33%37.49%
2018
1.59%-3.21%
2017
31.09%35.35%
2016
24.62%10.84%
2015
1.09%5.21%
2014
14.29%12.55%
2013
44.09%35.45%
2012
11.95%13.08%
2011
2.77%-7.62%
2010
14.72%20.00%
2009
77.88%61.99%
2008
-44.62%-45.33%
2007
10.04%16.12%
2006
4.91%7.08%
2005
-1.14%5.76%
2004
2.64%4.24%
2003
59.21%55.77%
2002
-55.27%-42.86%
2001
-55.97%-36.89%
2000
-10.52%-31.36%
1999
143.40%129.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.39%N/AN/AN/A
202315.12%13.20%-0.58%14.04%
2022-9.15%-20.45%-7.83%3.35%
20215.80%7.45%-0.59%10.56%
2020-14.83%25.30%5.61%12.06%
201918.98%1.70%1.39%9.49%
20185.37%3.36%8.00%-13.63%
20179.54%3.78%6.94%7.83%
20163.25%2.55%12.04%5.04%
2015-0.89%-1.98%-4.46%8.92%
20144.64%1.86%0.57%6.63%
201312.63%5.22%7.16%13.45%
201217.33%-8.99%4.23%0.58%
20116.08%2.50%-12.92%8.53%
20102.79%-10.86%12.74%11.06%
20095.42%24.84%23.50%9.44%
2008-13.50%2.02%-12.18%-28.55%
20070.55%10.53%7.92%-8.26%
20060.87%-8.87%2.67%11.16%
2005-11.55%1.94%4.91%4.52%
2004-1.17%-0.44%-8.48%13.98%
20035.13%24.61%6.23%14.41%
2002-6.57%-38.73%-35.52%21.19%
2001-46.92%9.52%-49.21%49.14%
200040.80%3.47%10.97%-44.65%
199915.40%8.32%15.44%68.68%

Rank in category (by total return)

YTD28
1-month18
3-month28
1-year25
3-year21
5-year51

Load adjusted returns

1-year45.53%
3-year10.85%
5-year15.49%
10-year16.18%