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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

Performance overview

Morningstar return rating★★
Year-to-date return10.10%
5-year average return6.10%
Number of years up5
Number of years down2
Best 1-yr total return (3 Feb 2019)39.73%
Worst 1-yr total return (3 Feb 2019)-6.30%
Best 3-yr total return39.73%
Worst 3-yr total return0.88%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnORIKXCategory
YTD10.14%12.40%
1-month4.14%3.37%
3-month16.93%4.88%
1-year19.03%55.69%
3-year12.29%19.34%
5-year8.07%20.72%
10-year12.28%13.98%
Last bull market19.96%27.85%
Last bear market-21.50%-24.06%

Annual total return (%) history

Year
ORIKXCategory
2020
N/A38.62%
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 (%)

YearQ1Q2Q3Q4
2020-25.06%31.76%9.08%N/A
201915.37%3.53%-6.80%10.48%
20184.33%6.80%8.74%-22.67%
20174.71%2.53%3.83%7.18%
2016-4.43%3.19%6.48%-2.23%
20157.22%1.81%-13.65%1.60%
2014-1.49%3.13%-3.78%6.82%
201311.05%3.42%14.59%6.18%

Rank in category (by total return)

YTD49
1-month56
3-month25
1-year43
3-year54
5-year82

Load adjusted returns

1-year19.03%
3-year12.29%
5-year8.07%
10-year12.28%