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Adaptive Hedged Income Fund Class C Shares (CADAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.41+0.02 (+0.21%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return0.17%
5-year average return2.25%
Number of years up5
Number of years down4
Best 1-yr total return (3 Feb 2019)6.41%
Worst 1-yr total return (3 Feb 2019)-2.31%
Best 3-yr total return6.41%
Worst 3-yr total return-0.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCADAXCategory
YTD-0.28%1.90%
1-month2.32%0.35%
3-month0.19%1.41%
1-year1.25%7.92%
3-year0.56%3.65%
5-year2.78%3.77%
10-year1.79%2.82%
Last bull market1.79%6.13%
Last bear market-1.98%-3.74%

Annual total return (%) history

Year
CADAXCategory
2021
N/AN/A
2020
-0.60%3.44%
2019
3.34%6.69%
2018
3.71%-1.17%
2017
4.00%4.06%
2016
6.41%5.28%
2015
-2.31%-1.41%
2014
-0.33%1.24%
2013
-0.09%0.29%
2012
5.12%7.50%
2011
N/A-1.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-0.63%0.07%-2.10%N/A
2020-7.71%4.72%1.65%1.18%
20191.11%1.48%0.42%0.30%
20180.71%0.77%0.63%1.55%
20172.45%0.04%1.54%-0.06%
20162.99%2.64%0.96%-0.29%
20150.51%-0.43%-0.88%-1.52%
20140.69%0.83%-1.18%-0.66%
20130.92%-1.92%0.24%0.70%
20121.64%0.50%2.41%0.49%
20110.60%-1.59%-0.36%N/A

Rank in category (by total return)

YTD83
1-month27
3-month82
1-year88
3-year85
5-year83

Load adjusted returns

1-year0.29%
3-year1.41%
5-year2.03%
10-year1.66%