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North Square Preferred and Income Secs I (ORDNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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20.690.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.17%
5-year average return11.22%
Number of years up7
Number of years down3
Best 1-yr total return (30 June 2024)30.48%
Worst 1-yr total return (30 June 2024)N/A
Best 3-yr total return30.48%
Worst 3-yr total return6.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnORDNXCategory
YTD7.74%5.09%
1-month2.92%1.29%
3-month4.05%3.60%
1-year21.51%19.60%
3-year6.62%7.20%
5-year12.68%5.90%
10-year11.00%6.54%
Last bull market18.01%11.27%
Last bear market-8.94%-4.58%

Annual total return (%) history

Year
ORDNXCategory
2024
N/AN/A
2023
15.25%N/A
2022
-13.36%N/A
2021
27.40%N/A
2020
12.26%4.83%
2019
30.48%17.63%
2018
-0.95%-5.49%
2017
20.56%9.78%
2016
10.65%5.66%
2015
-0.91%3.18%
2014
10.86%11.44%
2013
N/A1.11%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.81%N/AN/AN/A
20230.01%3.91%2.85%7.83%
2022-8.75%-8.94%1.00%3.24%
20215.70%8.53%-2.84%14.30%
2020-20.16%18.53%7.16%10.70%
201910.23%6.49%1.85%9.14%
2018-0.99%3.14%7.65%-9.89%
20175.08%1.90%4.73%7.52%
20160.67%1.50%4.38%3.75%
20152.47%-1.77%-7.10%5.97%
2014-0.03%3.33%1.68%5.54%
20133.35%11.21%N/AN/A

Rank in category (by total return)

YTD3
1-month15
3-month1
1-year6
3-yearN/A
5-yearN/A

Load adjusted returns

1-year21.51%
3-year6.62%
5-year12.68%
10-year11.00%