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Cavanal Hill Funds - Cavanal Hill Opportunistic Fund (APOPX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.610.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.35%
5-year average return2.12%
Number of years up9
Number of years down2
Best 1-yr total return (12 Dec 2023)24.22%
Worst 1-yr total return (12 Dec 2023)N/A
Best 3-yr total return24.22%
Worst 3-yr total return0.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPOPXCategory
YTD-0.37%11.35%
1-month2.09%0.99%
3-month-1.64%5.92%
1-year-3.82%32.83%
3-year-3.52%11.75%
5-year1.29%11.53%
10-year2.16%8.98%
Last bull market27.13%17.67%
Last bear market-15.28%-15.71%

Annual total return (%) history

Year
APOPXCategory
2023
N/AN/A
2022
-21.54%N/A
2021
9.48%N/A
2020
20.48%13.51%
2019
12.16%21.35%
2018
-13.94%-7.93%
2017
11.86%15.80%
2016
4.89%7.93%
2015
1.20%-2.77%
2014
2.38%5.71%
2013
24.22%21.31%
2012
16.84%13.42%
2011
N/A-3.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-0.61%0.20%-0.28%N/A
2022-7.60%-15.28%-5.16%5.69%
20217.18%2.17%-4.94%5.18%
2020-16.52%20.20%2.67%16.95%
201910.86%-0.08%-1.00%2.28%
2018-1.20%5.27%-2.63%-15.02%
20173.99%1.83%2.22%3.34%
2016-4.53%-0.05%3.50%6.20%
20152.72%-0.29%-5.10%4.11%
20141.10%-0.22%-1.44%2.98%
20136.46%1.95%7.58%6.39%
201211.50%-2.10%2.32%4.60%
201111.47%N/AN/AN/A

Rank in category (by total return)

YTD98
1-month100
3-month94
1-year98
3-year99
5-year98

Load adjusted returns

1-year-3.82%
3-year-3.52%
5-year1.29%
10-year2.16%