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Patient Opportunity A (LGOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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32.350.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.19%
5-year average return7.13%
Number of years up9
Number of years down5
Best 1-yr total return (2 May 2024)68.03%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return68.03%
Worst 3-yr total return-5.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLGOAXCategory
YTD6.06%17.04%
1-month-5.35%-0.01%
3-month7.20%5.47%
1-year36.68%50.44%
3-year-8.90%13.15%
5-year7.14%13.75%
10-year7.80%11.35%
Last bull market44.22%25.95%
Last bear market-29.50%-22.55%

Annual total return (%) history

Year
LGOAXCategory
2024
N/AN/A
2023
39.27%N/A
2022
-36.09%N/A
2021
-3.24%N/A
2020
38.61%12.39%
2019
33.94%26.21%
2018
-9.80%-11.15%
2017
25.95%15.93%
2016
-0.26%14.14%
2015
0.48%-4.75%
2014
10.97%7.80%
2013
68.03%34.10%
2012
40.68%16.15%
2011
-34.40%-3.81%
2010
17.44%22.52%
2009
N/A37.39%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.06%N/AN/AN/A
202310.20%13.65%-5.78%18.03%
2022-7.03%-29.50%-4.39%1.99%
202116.58%4.12%-14.11%-7.19%
2020-38.96%47.47%13.40%35.79%
201913.70%1.14%-1.90%18.72%
2018-2.55%13.97%10.75%-26.66%
20177.12%12.01%-0.44%5.43%
2016-11.26%-9.90%22.57%1.77%
20156.03%2.39%-10.37%3.26%
20144.16%3.89%-4.28%7.13%
201321.03%8.70%11.69%14.35%
201225.75%-5.12%5.28%12.00%
2011-2.42%-6.25%-33.79%8.31%
201014.39%-18.92%13.36%11.69%
200946.34%36.52%2.70%N/A

Rank in category (by total return)

YTD10
1-month30
3-month7
1-year1
3-year100
5-year84

Load adjusted returns

1-year28.82%
3-year-10.68%
5-year5.87%
10-year7.16%