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Rondure New World Institutional (RNWIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.46-0.03 (-0.26%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.79%
5-year average return1.84%
Number of years up3
Number of years down3
Best 1-yr total return (20 June 2024)18.72%
Worst 1-yr total return (20 June 2024)N/A
Best 3-yr total return18.72%
Worst 3-yr total return-4.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRNWIXCategory
YTD-1.93%8.73%
1-month1.55%1.20%
3-month-0.27%5.47%
1-year-3.82%41.79%
3-year-6.31%11.48%
5-year2.06%12.18%
10-year0.00%4.39%
Last bull market6.49%17.73%
Last bear market-8.81%-25.55%

Annual total return (%) history

Year
RNWIXCategory
2024
N/AN/A
2023
-2.51%N/A
2022
-13.99%N/A
2021
3.91%N/A
2020
17.75%17.90%
2019
18.72%19.25%
2018
-13.37%-16.07%
2017
N/A34.17%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.23%N/AN/AN/A
20234.96%-3.75%-4.66%1.21%
2022-7.23%-8.81%-5.30%7.36%
2021-0.52%6.69%-1.97%-0.12%
2020-21.67%19.48%10.03%14.34%
20199.61%2.54%0.64%4.95%
20182.75%-7.51%-4.66%-4.39%
20174.48%7.70%N/AN/A

Rank in category (by total return)

YTD95
1-month56
3-month92
1-year100
3-year61
5-year82

Load adjusted returns

1-year-3.82%
3-year-6.31%
5-year2.06%
10-yearN/A