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North Square Oak Ridge Small Cap Growth Fund Class K (ORIKX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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16.30
+0.23
(+1.44%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
10.10%
5-year average return
6.10%
Number of years up
5
Number of years down
2
Best 1-yr total return (3 Feb 2019)
39.73%
Worst 1-yr total return (3 Feb 2019)
-6.30%
Best 3-yr total return
39.73%
Worst 3-yr total return
0.88%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
ORIKX
Category
YTD
10.14%
12.40%
1-month
4.14%
3.37%
3-month
16.93%
4.88%
1-year
19.03%
55.69%
3-year
12.29%
19.34%
5-year
8.07%
20.72%
10-year
12.28%
13.98%
Last bull market
19.96%
27.85%
Last bear market
-21.50%
-24.06%
Annual total return (%) history
Year
ORIKX
Category
2020
N/A
38.62%
2019
22.98%
27.68%
2018
-6.30%
-5.76%
2017
19.47%
21.50%
2016
2.66%
11.20%
2015
-4.23%
-2.41%
2014
4.42%
2.44%
2013
39.73%
40.91%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2020
-25.06%
31.76%
9.08%
N/A
2019
15.37%
3.53%
-6.80%
10.48%
2018
4.33%
6.80%
8.74%
-22.67%
2017
4.71%
2.53%
3.83%
7.18%
2016
-4.43%
3.19%
6.48%
-2.23%
2015
7.22%
1.81%
-13.65%
1.60%
2014
-1.49%
3.13%
-3.78%
6.82%
2013
11.05%
3.42%
14.59%
6.18%
Rank in category (by total return)
YTD
49
1-month
56
3-month
25
1-year
43
3-year
54
5-year
82
Load adjusted returns
1-year
19.03%
3-year
12.29%
5-year
8.07%
10-year
12.28%
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