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Financial Investors Trust - RiverFront Asset Allocation Aggressive (RLTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.69-0.17 (-1.14%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return9.84%
5-year average return4.74%
Number of years up9
Number of years down3
Best 1-yr total return (3 Feb 2019)26.86%
Worst 1-yr total return (3 Feb 2019)-15.95%
Best 3-yr total return26.86%
Worst 3-yr total return1.86%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRLTIXCategory
YTD-4.27%12.08%
1-month-1.99%0.64%
3-month-1.54%6.49%
1-year9.79%38.01%
3-year11.76%12.74%
5-year9.85%12.82%
10-year8.11%9.05%
Last bull market18.91%18.82%
Last bear market-22.04%-20.53%

Annual total return (%) history

Year
RLTIXCategory
2021
18.53%N/A
2020
8.71%12.96%
2019
21.55%25.26%
2018
-15.95%-10.06%
2017
21.47%22.28%
2016
4.58%6.93%
2015
-0.57%-0.92%
2014
1.65%3.67%
2013
22.46%24.08%
2012
15.47%14.39%
2011
-9.52%-7.19%
2010
12.87%14.49%
2009
26.86%34.45%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20214.73%7.21%-2.31%8.07%
2020-24.28%19.11%7.71%11.92%
201911.99%1.22%-1.29%8.63%
20180.12%-1.24%1.76%-16.47%
20176.44%3.94%5.10%4.46%
2016-2.61%1.30%5.07%0.89%
20156.44%-1.63%-10.58%6.19%
20140.13%3.93%-3.21%0.93%
20134.99%-0.34%8.77%7.61%
201210.66%-4.15%5.49%3.20%
20114.17%-0.85%-19.26%8.50%
20103.40%-10.02%11.87%8.44%
2009-9.63%16.77%15.18%4.37%

Rank in category (by total return)

YTD40
1-month31
3-month21
1-year61
3-year91
5-year87

Load adjusted returns

1-year31.23%
3-year7.73%
5-year9.41%
10-year7.50%