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Westwood Salient MLP & Engy Infras C (SMFPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.19+0.05 (+0.55%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return19.73%
5-year average return8.92%
Number of years up6
Number of years down4
Best 1-yr total return (2 Jul 2024)40.66%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return40.66%
Worst 3-yr total return-10.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSMFPXCategory
YTD18.17%38.02%
1-month2.95%4.39%
3-month6.34%17.34%
1-year27.36%54.67%
3-year14.32%0.06%
5-year8.94%0.07%
10-year-0.91%1.70%
Last bull market18.12%11.80%
Last bear market-11.60%-7.14%

Annual total return (%) history

Year
SMFPXCategory
2024
N/AN/A
2023
13.12%N/A
2022
15.98%N/A
2021
22.91%N/A
2020
-18.16%-23.34%
2019
15.15%13.05%
2018
-18.89%-16.32%
2017
-7.68%-5.78%
2016
40.66%27.30%
2015
-44.50%-34.98%
2014
7.53%7.46%
2013
N/A22.57%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.12%6.34%N/AN/A
2023-0.16%5.12%2.21%5.45%
202219.18%-11.60%0.89%9.11%
202112.36%13.51%-2.26%-1.40%
2020-42.44%28.72%-10.94%24.03%
201919.29%-1.87%-3.95%2.42%
2018-14.78%13.44%2.00%-17.74%
20170.02%-7.89%0.90%-0.69%
2016-4.87%26.61%12.18%4.10%
20150.65%-2.95%-30.74%-17.96%
20143.36%19.68%-0.08%-13.00%
20130.85%0.46%11.84%N/A

Rank in category (by total return)

YTD40
1-month55
3-month15
1-year73
3-year83
5-year72

Load adjusted returns

1-year26.36%
3-year14.32%
5-year8.94%
10-year-0.91%