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North Square Multi Strategy Fund Class C (ORLCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.72+0.13 (+0.80%)
At close: 08:01PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return8.59%
5-year average return7.52%
Number of years up11
Number of years down4
Best 1-yr total return (3 Feb 2019)32.39%
Worst 1-yr total return (3 Feb 2019)-38.85%
Best 3-yr total return32.39%
Worst 3-yr total return-12.72%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnORLCXCategory
YTD-4.97%13.38%
1-month2.50%1.16%
3-month19.82%6.75%
1-year1.65%40.77%
3-year6.53%13.59%
5-year6.14%13.52%
10-year9.76%10.48%
Last bull market27.60%21.11%
Last bear market-16.69%-19.34%

Annual total return (%) history

Year
ORLCXCategory
2020
N/A15.41%
2019
24.06%24.78%
2018
-8.79%-9.27%
2017
25.22%18.41%
2016
-0.49%8.45%
2015
3.10%-1.74%
2014
8.04%5.50%
2013
32.21%26.84%
2012
10.89%15.29%
2011
-2.44%-4.13%
2010
6.79%14.83%
2009
32.39%30.03%
2008
-38.85%-38.64%
2007
6.72%7.48%
2006
1.90%14.66%
2005
6.67%7.75%
2004
N/A12.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.69%19.82%6.94%N/A
201912.97%2.68%-1.79%8.91%
2018-0.26%5.02%4.82%-16.92%
20178.63%2.53%5.87%6.20%
2016-2.30%-2.41%5.91%-1.46%
20153.04%-0.49%-4.45%5.24%
2014-1.04%2.71%1.26%4.97%
20139.74%1.25%8.91%9.25%
201216.16%-6.61%4.53%-2.20%
20113.40%0.17%-14.38%10.02%
20102.51%-12.34%9.42%8.61%
2009-3.33%15.16%11.06%7.07%
2008-11.92%-2.13%-8.87%-22.16%
20071.19%3.45%5.11%-3.01%
20060.45%-5.17%3.24%3.61%
2005-4.38%2.95%4.21%3.98%
20041.09%-0.99%7.08%N/A

Rank in category (by total return)

YTD32
1-month41
3-month42
1-year36
3-year22
5-year34

Load adjusted returns

1-year0.70%
3-year6.53%
5-year6.14%
10-year9.76%