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Vontobel US Equity Institutional I (VTUIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.40-0.01 (-0.06%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.01%
5-year average return13.19%
Number of years up4
Number of years down1
Best 1-yr total return (19 May 2024)32.03%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return32.03%
Worst 3-yr total return5.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVTUIXCategory
YTD3.41%12.38%
1-month-3.42%5.09%
3-month2.02%10.28%
1-year18.43%41.70%
3-year6.31%22.56%
5-year11.71%21.98%
10-year0.00%15.99%
Last bull market17.34%25.99%
Last bear market-13.09%-17.29%

Annual total return (%) history

Year
VTUIXCategory
2024
N/AN/A
2023
25.66%N/A
2022
-15.42%N/A
2021
19.41%N/A
2020
17.29%35.86%
2019
32.03%31.90%
2018
N/A-2.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.08%N/AN/AN/A
20236.10%8.81%-0.27%9.14%
2022-5.30%-13.09%-6.21%9.57%
20212.90%8.19%-1.69%9.12%
2020-18.54%18.04%10.16%10.73%
201911.18%7.45%3.17%7.12%
20183.26%6.90%-9.57%N/A

Rank in category (by total return)

YTD84
1-month4
3-month82
1-year93
3-year36
5-year70

Load adjusted returns

1-year18.43%
3-year6.31%
5-year11.71%
10-yearN/A