Australia markets closed

Boyd Watterson Limited Dur Enh Inc A (BWDAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
9.680.00 (0.00%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.77%
5-year average return3.38%
Number of years up3
Number of years down1
Best 1-yr total return (27 Mar 2024)9.31%
Worst 1-yr total return (27 Mar 2024)N/A
Best 3-yr total return9.31%
Worst 3-yr total return0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBWDAXCategory
YTD0.93%1.94%
1-month0.21%0.65%
3-month2.69%2.15%
1-year8.58%9.23%
3-year2.69%5.23%
5-year3.34%4.63%
10-year0.00%4.32%
Last bull market3.11%8.16%
Last bear market-4.16%-3.23%

Annual total return (%) history

Year
BWDAXCategory
2023
9.31%N/A
2022
-3.56%N/A
2021
1.98%N/A
2020
4.05%4.84%
2019
N/A9.80%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.24%1.72%1.25%3.79%
2022-2.49%-4.16%0.27%2.92%
20210.25%1.07%0.48%0.17%
2020-5.71%6.47%1.95%1.66%
20191.74%1.06%0.87%N/A

Rank in category (by total return)

YTD21
1-month21
3-month73
1-year18
3-year6
5-year18

Load adjusted returns

1-year5.16%
3-year1.92%
5-year2.87%
10-yearN/A