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Advisors Series Trust - Aasgard Small & Mid-Cap Fund (AADGX)

NasdaqGM - NasdaqGM Delayed price. Currency in USD
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16.67-0.00 (-0.01%)
At close: 04:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return6.61%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (3 Feb 2019)19.74%
Worst 1-yr total return (3 Feb 2019)-5.21%
Best 3-yr total return19.74%
Worst 3-yr total return6.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAADGXCategory
YTD-1.54%17.04%
1-month1.24%-0.01%
3-month5.19%5.47%
1-year20.28%50.44%
3-year15.80%13.15%
5-year0.00%13.75%
10-year0.00%11.35%
Last bull market0.00%25.95%
Last bear market0.00%-22.55%

Annual total return (%) history

Year
AADGXCategory
2021
N/AN/A
2020
5.58%12.39%
2019
19.74%26.21%
2018
-5.21%-11.15%
2017
15.49%15.93%
2016
N/A14.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202111.20%3.22%N/AN/A
2020-27.19%22.57%5.63%12.00%
201910.56%3.33%0.52%4.27%
20180.10%4.66%4.74%-13.62%
20172.72%3.07%3.71%5.18%
20164.07%5.28%N/AN/A

Rank in category (by total return)

YTD78
1-month89
3-month95
1-year94
3-year88
5-year81

Load adjusted returns

1-year35.78%
3-year9.49%
5-year11.72%
10-yearN/A