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Advisor Managed Portfolios - Bramshill Income Performance Fund (BRMSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.69-0.05 (-0.51%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.15%
5-year average return2.74%
Number of years up6
Number of years down1
Best 1-yr total return (30 June 2024)8.87%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return8.87%
Worst 3-yr total return1.04%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBRMSXCategory
YTD0.79%1.90%
1-month1.51%0.35%
3-month0.26%1.41%
1-year6.73%7.92%
3-year0.82%3.65%
5-year2.82%3.77%
10-year0.00%2.82%
Last bull market9.28%6.13%
Last bear market-2.90%-3.74%

Annual total return (%) history

Year
BRMSXCategory
2024
N/AN/A
2023
7.17%N/A
2022
-6.12%N/A
2021
2.53%N/A
2020
7.49%3.44%
2019
8.87%6.69%
2018
0.68%-1.17%
2017
1.27%4.06%
2016
N/A5.28%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.53%N/AN/AN/A
20230.72%1.11%-1.01%6.32%
2022-4.40%-2.90%-0.38%1.54%
2021-0.27%2.56%0.12%0.13%
2020-7.91%7.92%2.76%5.24%
20195.17%1.33%0.76%1.39%
2018-0.24%2.27%0.94%-2.24%
20171.89%-0.63%1.19%-1.16%
20160.69%0.58%N/AN/A

Rank in category (by total return)

YTD71
1-month20
3-month84
1-year54
3-year47
5-year39

Load adjusted returns

1-year6.73%
3-year0.82%
5-year2.82%
10-yearN/A