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Reinhart Mid Cap PMV Adv (RPMVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.86+0.04 (+0.24%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.84%
5-year average return5.89%
Number of years up7
Number of years down4
Best 1-yr total return (20 Jun 2024)30.71%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return30.71%
Worst 3-yr total return3.15%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRPMVXCategory
YTD2.87%21.28%
1-month3.30%-1.96%
3-month0.23%4.90%
1-year15.71%55.83%
3-year2.09%11.08%
5-year7.49%11.93%
10-year6.30%10.64%
Last bull market27.31%25.54%
Last bear market-11.34%-22.08%

Annual total return (%) history

Year
RPMVXCategory
2024
N/AN/A
2023
5.83%N/A
2022
-7.17%N/A
2021
26.29%N/A
2020
-0.66%2.63%
2019
24.71%25.18%
2018
-11.42%-12.86%
2017
10.72%13.22%
2016
20.87%18.06%
2015
-3.28%-5.41%
2014
6.53%9.31%
2013
30.71%35.14%
2012
N/A16.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.00%N/AN/AN/A
2023-2.33%3.73%-5.01%9.97%
2022-0.05%-11.34%-6.37%11.88%
202113.50%3.77%-1.34%8.69%
2020-32.64%17.69%2.37%22.41%
201913.70%3.24%0.00%6.24%
20180.90%4.79%1.83%-17.73%
20172.94%1.65%0.62%5.15%
20166.45%3.61%3.27%6.11%
20154.73%-1.03%-7.61%1.00%
20142.48%6.20%-3.89%1.84%
201313.05%2.42%5.99%6.51%
20123.94%1.76%N/AN/A

Rank in category (by total return)

YTD84
1-month52
3-month95
1-year89
3-year85
5-year96

Load adjusted returns

1-year15.71%
3-year2.09%
5-year7.49%
10-year6.30%