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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%)
As of 09:00PM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.86%
5-year average return
3.24%
Number of years up
4
Number of years down
2
Best 1-yr total return (2 Nov 2023)
13.05%
Worst 1-yr total return (2 Nov 2023)
N/A
Best 3-yr total return
13.05%
Worst 3-yr total return
0.31%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
SHLDX
Category
YTD
5.86%
6.64%
1-month
-0.46%
1.03%
3-month
-4.27%
3.58%
1-year
7.21%
16.67%
3-year
3.69%
6.96%
5-year
3.24%
6.01%
10-year
0.00%
4.42%
Last bull market
19.69%
12.48%
Last bear market
-6.81%
-10.95%
Annual total return (%) history
Year
SHLDX
Category
2023
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2023
4.13%
4.84%
-1.57%
N/A
2022
-3.42%
-6.81%
-3.21%
2.60%
2021
4.47%
2.88%
-0.09%
3.64%
2020
-16.26%
8.90%
4.68%
6.30%
2019
5.82%
1.01%
1.51%
4.19%
2018
-1.85%
1.98%
3.63%
-5.60%
2017
3.10%
0.36%
1.77%
0.98%
Rank in category (by total return)
YTD
78
1-month
93
3-month
79
1-year
83
3-year
63
5-year
75
Load adjusted returns
1-year
4.40%
3-year
4.11%
5-year
3.13%
10-year
N/A
Data disclaimer
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