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The BeeHive Fund (BEEHX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.36+0.15 (+0.68%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.75%
5-year average return9.43%
Number of years up11
Number of years down4
Best 1-yr total return (4 July 2024)36.28%
Worst 1-yr total return (4 July 2024)N/A
Best 3-yr total return36.28%
Worst 3-yr total return1.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBEEHXCategory
YTD6.81%5.31%
1-month2.04%-4.19%
3-month2.00%3.90%
1-year11.80%20.31%
3-year3.95%6.48%
5-year9.44%11.78%
10-year7.59%10.96%
Last bull market15.68%25.56%
Last bear market-14.80%-15.11%

Annual total return (%) history

Year
BEEHXCategory
2024
N/AN/A
2023
20.82%22.32%
2022
-19.07%-16.96%
2021
20.80%26.07%
2020
15.59%15.83%
2019
36.28%28.78%
2018
-10.98%-6.27%
2017
11.07%20.44%
2016
6.11%10.37%
2015
-1.42%-1.07%
2014
7.87%10.96%
2013
35.12%31.50%
2012
11.46%14.96%
2011
-5.10%-1.27%
2010
16.90%14.01%
2009
31.59%28.17%
2008
N/A-37.79%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.72%2.00%N/AN/A
20237.14%7.73%-2.62%7.49%
2022-5.48%-14.80%-7.25%8.35%
20215.18%6.79%-0.97%8.60%
2020-19.35%16.34%10.66%11.33%
201917.02%8.15%1.81%5.76%
2018-2.76%-0.47%6.99%-14.03%
20174.42%4.84%1.86%-0.39%
2016-2.71%-1.51%5.28%5.18%
2015-0.07%1.98%-8.82%6.09%
20140.44%6.23%-3.34%4.60%
20138.80%3.32%10.05%9.23%
201211.98%-6.82%6.85%-0.04%
20115.83%0.00%-18.74%10.36%
20105.13%-11.12%10.32%13.41%
2009-7.66%21.11%10.46%6.53%
2008-19.23%N/AN/AN/A

Rank in category (by total return)

YTD87
1-month68
3-month64
1-year93
3-year92
5-year94

Load adjusted returns

1-year11.80%
3-year3.95%
5-year9.44%
10-year7.59%