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13D Activist C (DDDCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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19.01+0.03 (+0.16%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.91%
5-year average return5.24%
Number of years up8
Number of years down3
Best 1-yr total return (1 July 2024)35.36%
Worst 1-yr total return (1 July 2024)N/A
Best 3-yr total return35.36%
Worst 3-yr total return2.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDDDCXCategory
YTD0.00%17.04%
1-month1.17%-0.01%
3-month-0.45%5.47%
1-year12.34%50.44%
3-year-3.84%13.15%
5-year8.13%13.75%
10-year6.32%11.35%
Last bull market28.18%25.95%
Last bear market-13.44%-22.55%

Annual total return (%) history

Year
DDDCXCategory
2024
N/AN/A
2023
9.74%N/A
2022
-18.30%N/A
2021
18.36%N/A
2020
17.79%12.39%
2019
25.89%26.21%
2018
-14.37%-11.15%
2017
22.52%15.93%
2016
18.41%14.14%
2015
-11.77%-4.75%
2014
14.32%7.80%
2013
35.36%34.10%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.16%-8.32%N/AN/A
20234.68%-0.55%-8.73%15.51%
2022-2.07%-13.44%-12.30%9.91%
202111.44%6.23%-2.10%2.12%
2020-30.37%29.57%2.32%27.60%
201914.71%0.89%-2.00%11.01%
2018-1.06%4.48%-0.63%-16.64%
20175.77%4.72%0.20%10.38%
20161.18%3.25%6.86%6.07%
20155.10%-2.21%-12.53%-1.87%
20144.64%6.41%-3.89%6.82%
201315.45%1.36%9.84%5.30%

Rank in category (by total return)

YTD99
1-month97
3-month87
1-year96
3-year100
5-year92

Load adjusted returns

1-year11.34%
3-year-3.84%
5-year8.13%
10-year6.32%