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IMS Capital Value (IMSCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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35.06-0.31 (-0.88%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.10%
5-year average return12.48%
Number of years up20
Number of years down7
Best 1-yr total return (27 June 2024)47.43%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return47.43%
Worst 3-yr total return-1.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIMSCXCategory
YTD11.33%5.31%
1-month6.13%-4.19%
3-month4.05%3.90%
1-year36.68%20.31%
3-year7.30%6.48%
5-year13.37%11.78%
10-year8.61%10.96%
Last bull market28.39%25.56%
Last bear market-26.04%-15.11%

Annual total return (%) history

Year
IMSCXCategory
2024
N/AN/A
2023
47.43%22.32%
2022
-30.11%-16.96%
2021
21.93%26.07%
2020
13.83%15.83%
2019
32.45%28.78%
2018
-11.80%-6.27%
2017
11.88%20.44%
2016
7.46%10.37%
2015
-1.77%-1.07%
2014
6.19%10.96%
2013
29.44%31.50%
2012
8.34%14.96%
2011
-9.27%-1.27%
2010
16.88%14.01%
2009
21.07%28.17%
2008
-33.37%-37.79%
2007
0.37%6.16%
2006
12.11%14.17%
2005
10.46%5.88%
2004
12.85%10.02%
2003
56.07%27.05%
2002
-11.14%-22.25%
2001
18.75%-13.50%
2000
-4.73%-6.31%
1999
17.78%20.16%
1998
13.24%22.39%
1997
6.71%28.37%
1996
N/A20.76%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.01%N/AN/AN/A
202313.55%12.23%0.19%15.47%
2022-7.24%-26.04%-3.65%5.73%
20218.08%4.42%-0.42%8.49%
2020-20.93%16.52%7.91%14.49%
201916.67%3.80%1.45%7.81%
2018-1.29%1.14%7.03%-17.46%
20175.92%0.38%1.08%4.10%
2016-0.10%2.33%4.46%0.62%
20155.74%2.21%-10.79%1.89%
20140.74%3.79%-2.94%4.64%
201311.99%0.92%6.81%7.23%
201215.08%-9.42%1.47%2.43%
20118.58%-0.64%-27.06%15.30%
20108.92%-14.14%10.17%13.45%
2009-12.53%13.82%16.07%4.77%
2008-5.08%-1.30%-7.39%-23.20%
20073.88%7.99%-5.74%-5.09%
20068.59%-3.09%1.22%5.26%
2005-1.73%5.28%4.90%1.78%
20048.00%-0.83%-5.35%11.33%
20032.26%24.34%8.54%13.08%
20025.36%-9.35%-14.92%9.34%
20017.93%6.13%-11.33%16.92%
20009.69%-4.00%-1.22%-8.40%
19993.84%12.18%-13.13%16.39%
199814.42%-2.69%-15.31%20.10%
19975.21%6.23%6.18%-10.08%
19966.10%N/AN/AN/A

Rank in category (by total return)

YTD29
1-month4
3-month24
1-year3
3-year66
5-year71

Load adjusted returns

1-year36.68%
3-year7.30%
5-year13.37%
10-year8.61%