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World Funds Trust - SIM U.S. Core Managed Volatility Fund (SIMUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.19-0.03 (-0.23%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.71%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (3 Feb 2019)24.00%
Worst 1-yr total return (3 Feb 2019)-0.15%
Best 3-yr total return24.00%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSIMUXCategory
YTD1.48%5.31%
1-month2.19%-4.19%
3-month10.77%3.90%
1-year1.87%20.31%
3-year0.00%6.48%
5-year0.00%11.78%
10-year0.00%10.96%
Last bull market0.00%25.56%
Last bear market0.00%-15.11%

Annual total return (%) history

Year
SIMUXCategory
2020
-0.15%15.83%
2019
24.00%28.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-20.89%8.74%6.16%9.34%
201911.33%2.99%0.50%7.60%

Rank in category (by total return)

YTD98
1-month90
3-month89
1-year98
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-0.15%
3-yearN/A
5-yearN/A
10-yearN/A