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360 Funds - IMS Dividend Growth Fund (IMSAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.83-0.01 (-0.06%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return6.83%
5-year average return7.36%
Number of years up12
Number of years down5
Best 1-yr total return (3 Feb 2019)29.65%
Worst 1-yr total return (3 Feb 2019)-35.26%
Best 3-yr total return29.65%
Worst 3-yr total return-9.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIMSAXCategory
YTD-4.36%14.84%
1-month5.52%1.65%
3-month4.23%7.55%
1-year13.70%40.47%
3-year7.45%16.77%
5-year6.39%16.15%
10-year9.37%13.21%
Last bull market19.06%24.09%
Last bear market-14.67%-17.61%

Annual total return (%) history

Year
IMSAXCategory
2020
N/A15.83%
2019
29.65%28.78%
2018
-10.68%-6.27%
2017
17.51%20.44%
2016
16.49%10.37%
2015
-8.51%-1.07%
2014
11.08%10.96%
2013
21.80%31.50%
2012
11.65%14.96%
2011
-0.01%-1.27%
2010
13.44%14.01%
2009
21.28%28.17%
2008
-35.26%-37.79%
2007
1.59%6.16%
2006
11.95%14.17%
2005
-3.00%5.88%
2004
12.01%10.02%
2003
25.32%27.05%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.26%N/AN/AN/A
201911.29%4.96%2.04%8.78%
2018-1.68%-1.33%6.33%-13.42%
20174.25%2.15%2.52%7.64%
20162.17%3.44%6.10%3.89%
20150.30%-1.36%-10.60%3.44%
20140.59%3.58%-0.40%7.04%
20138.25%2.05%4.11%5.91%
20129.43%-4.56%3.17%3.63%
20112.46%0.93%-13.22%11.41%
20104.08%-10.48%12.05%8.65%
2009-8.03%13.02%10.03%6.04%
2008-8.49%-0.27%-11.43%-19.91%
20072.45%3.84%-0.56%-3.97%
20065.43%-2.61%2.60%6.27%
2005-7.09%1.15%1.30%1.89%
20043.75%-1.13%-5.28%15.28%
2003-6.11%16.43%1.80%12.61%

Rank in category (by total return)

YTD22
1-month24
3-month20
1-year16
3-year62
5-year75

Load adjusted returns

1-year13.70%
3-year7.45%
5-year6.39%
10-year9.37%