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Financial Investors Trust - RiverFront Asset Allocation Growth Fund (RMGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.92+0.01 (+0.09%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return8.58%
5-year average return4.40%
Number of years up5
Number of years down3
Best 1-yr total return (3 Feb 2019)19.70%
Worst 1-yr total return (3 Feb 2019)-13.57%
Best 3-yr total return19.70%
Worst 3-yr total return1.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMGAXCategory
YTD8.89%4.69%
1-month-2.83%2.16%
3-month2.60%4.69%
1-year-7.14%57.22%
3-year4.61%11.58%
5-year2.58%12.57%
10-year0.00%9.03%
Last bull market15.88%18.98%
Last bear market-19.04%-19.69%

Annual total return (%) history

Year
RMGAXCategory
2019
N/A25.68%
2018
-13.57%-9.64%
2017
19.37%23.61%
2016
3.90%5.54%
2015
-0.74%-1.69%
2014
1.69%2.79%
2013
19.70%25.19%
2012
12.34%15.84%
2011
-7.36%-7.93%
2010
N/A13.74%

Past quarterly returns (%)

YearQ1Q2Q3Q4
201910.83%1.38%N/AN/A
2018-0.21%-0.57%1.78%-14.42%
20175.88%3.60%4.53%4.11%
2016-2.54%1.48%4.03%0.99%
20155.72%-1.65%-9.97%6.03%
20140.39%3.31%-2.98%1.07%
20134.39%-0.43%7.76%6.87%
20128.63%-3.47%4.73%2.29%
20113.83%-0.79%-16.39%7.56%
20106.78%N/AN/AN/A

Rank in category (by total return)

YTD85
1-month75
3-month81
1-year90
3-year92
5-year87

Load adjusted returns

1-year-7.14%
3-year4.61%
5-year2.58%
10-yearN/A