Australia markets close in 4 hours 56 minutes

AlphaCentric Income Opportunities A (IOFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.56-0.01 (-0.13%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.62%
5-year average return-4.57%
Number of years up5
Number of years down3
Best 1-yr total return (2 May 2024)14.75%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.75%
Worst 3-yr total return-7.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIOFAXCategory
YTD-3.01%1.94%
1-month-2.46%0.65%
3-month-2.74%2.15%
1-year-6.10%9.23%
3-year-8.34%5.23%
5-year-4.60%4.63%
10-year0.00%4.32%
Last bull market4.48%8.16%
Last bear market-15.02%-3.23%

Annual total return (%) history

Year
IOFAXCategory
2024
N/AN/A
2023
-5.76%N/A
2022
-21.91%N/A
2021
14.75%N/A
2020
-10.84%4.84%
2019
11.58%9.80%
2018
4.29%-1.52%
2017
13.71%6.07%
2016
9.43%7.52%
2015
N/A-2.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.56%N/AN/AN/A
2023-2.53%0.40%-4.29%0.61%
2022-4.70%-15.02%-1.84%-1.77%
20215.49%2.38%4.24%1.93%
2020-36.22%20.92%10.35%4.76%
20192.20%3.18%3.95%1.80%
20181.20%1.70%2.19%-0.84%
20172.83%3.77%5.59%0.92%
20160.28%3.75%3.78%1.36%
20152.55%2.05%N/AN/A

Rank in category (by total return)

YTD97
1-month93
3-month98
1-year100
3-year100
5-year100

Load adjusted returns

1-year-10.56%
3-year-9.82%
5-year-5.52%
10-yearN/A