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Trust for Advised Portfolios - Ziegler FAMCO Hedged Equity Fund (SHLDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.30-0.02 (-0.19%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.86%
5-year average return3.24%
Number of years up4
Number of years down2
Best 1-yr total return (2 Nov 2023)13.05%
Worst 1-yr total return (2 Nov 2023)N/A
Best 3-yr total return13.05%
Worst 3-yr total return0.31%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSHLDXCategory
YTD5.86%6.64%
1-month-0.46%1.03%
3-month-4.27%3.58%
1-year7.21%16.67%
3-year3.69%6.96%
5-year3.24%6.01%
10-year0.00%4.42%
Last bull market19.69%12.48%
Last bear market-6.81%-10.95%

Annual total return (%) history

Year
SHLDXCategory
2023
N/AN/A
2022
-10.62%N/A
2021
11.30%N/A
2020
1.47%7.16%
2019
13.05%11.34%
2018
-2.09%-3.45%
2017
6.33%6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.13%4.84%-1.57%N/A
2022-3.42%-6.81%-3.21%2.60%
20214.47%2.88%-0.09%3.64%
2020-16.26%8.90%4.68%6.30%
20195.82%1.01%1.51%4.19%
2018-1.85%1.98%3.63%-5.60%
20173.10%0.36%1.77%0.98%

Rank in category (by total return)

YTD78
1-month93
3-month79
1-year83
3-year63
5-year75

Load adjusted returns

1-year4.40%
3-year4.11%
5-year3.13%
10-yearN/A