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Absolute Capital Opportunities Instl (CAPOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.28-0.12 (-1.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.46%
5-year average return0.51%
Number of years up6
Number of years down2
Best 1-yr total return (23 Apr 2024)8.22%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return8.22%
Worst 3-yr total return-1.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCAPOXCategory
YTD4.24%3.32%
1-month2.22%-0.91%
3-month4.24%-0.12%
1-year10.97%1.15%
3-year-0.14%-0.31%
5-year1.67%0.15%
10-year0.00%0.11%
Last bull market-5.45%1.54%
Last bear market-0.69%-2.16%

Annual total return (%) history

Year
CAPOXCategory
2024
N/AN/A
2023
6.91%N/A
2022
-6.59%N/A
2021
-5.22%N/A
2020
8.22%-5.26%
2019
3.82%0.06%
2018
5.99%-0.26%
2017
5.38%3.40%
2016
7.90%0.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.24%N/AN/AN/A
20230.42%0.59%-0.42%6.28%
2022-0.79%-0.69%-0.10%-5.09%
2021-0.93%-1.98%-1.73%-0.68%
20201.71%2.56%2.46%1.26%
20192.04%2.78%-1.78%0.78%
201810.11%-2.16%-2.69%1.10%
20171.67%0.36%1.18%2.06%
20162.10%1.08%1.55%2.96%

Rank in category (by total return)

YTD69
1-month46
3-month69
1-year60
3-year99
5-year84

Load adjusted returns

1-year10.97%
3-year-0.14%
5-year1.67%
10-yearN/A