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Axs Dynamic Opportunity I (ADOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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21.01-0.08 (-0.38%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return18.17%
5-year average return7.43%
Number of years up5
Number of years down3
Best 1-yr total return (26 Sept 2024)22.47%
Worst 1-yr total return (26 Sept 2024)N/A
Best 3-yr total return22.47%
Worst 3-yr total return-2.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADOIXCategory
YTD17.55%9.18%
1-month-1.83%-0.20%
3-month5.24%3.85%
1-year21.48%22.90%
3-year0.89%7.45%
5-year6.20%7.00%
10-year0.00%4.81%
Last bull market21.22%11.80%
Last bear market-4.27%-12.04%

Annual total return (%) history

Year
ADOIXCategory
2024
N/AN/A
2023
6.71%N/A
2022
-12.79%N/A
2021
0.93%N/A
2020
22.47%7.89%
2019
2.36%11.90%
2018
-0.97%-6.29%
2017
17.86%11.18%
2016
-4.67%2.34%
2015
N/A-2.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.98%2.56%N/AN/A
2023-1.60%4.33%-1.50%5.53%
2022-3.54%-4.27%-4.04%-1.57%
20212.29%4.86%-4.68%-1.29%
2020-6.57%9.07%11.51%7.77%
20194.52%-0.88%-6.19%5.31%
20181.63%0.00%6.68%-8.66%
20176.15%2.93%4.48%3.24%
2016-2.59%-0.32%0.84%-2.64%
20152.15%-1.30%-0.38%N/A

Rank in category (by total return)

YTD16
1-month89
3-month27
1-year21
3-year70
5-year67

Load adjusted returns

1-year21.48%
3-year0.89%
5-year6.20%
10-yearN/A