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AlphaCentric Asset Rotation Fund Class A (ROTAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.42+0.01 (+0.12%)
At close: 09:01PM EDT

Performance overview

Morningstar return rating★
Year-to-date return-0.23%
5-year average return0.00%
Number of years up1
Number of years down3
Best 1-yr total return (3 Feb 2019)16.73%
Worst 1-yr total return (3 Feb 2019)-10.28%
Best 3-yr total return16.73%
Worst 3-yr total return-0.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnROTAXCategory
YTD-5.08%9.69%
1-month-0.47%0.97%
3-month-5.72%5.21%
1-year-9.03%27.45%
3-year1.48%8.85%
5-year-1.19%8.56%
10-year0.00%5.61%
Last bull market0.00%10.63%
Last bear market0.00%-12.05%

Annual total return (%) history

Year
ROTAXCategory
2019
N/A14.61%
2018
-5.46%-7.70%
2017
16.73%12.63%
2016
-5.15%5.99%
2015
-10.28%-5.93%
2014
N/A2.41%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2019-1.47%-3.21%N/AN/A
2018-0.62%-1.99%4.38%-7.00%
20172.85%2.42%4.84%5.70%
2016-1.86%-4.46%2.22%-1.03%
2015-3.80%-5.14%1.35%-3.00%
20146.63%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month91
3-month100
1-year99
3-year91
5-year95

Load adjusted returns

1-year-14.26%
3-year-0.50%
5-year-2.35%
10-yearN/A