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Stringer Growth A (SRGAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.35-0.01 (-0.08%)
At close: 06:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.55%
5-year average return7.23%
Number of years up7
Number of years down3
Best 1-yr total return (23 May 2024)20.45%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return20.45%
Worst 3-yr total return1.92%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSRGAXCategory
YTD2.93%9.69%
1-month-3.55%0.97%
3-month1.36%5.21%
1-year8.84%27.45%
3-year-0.09%8.85%
5-year5.91%8.56%
10-year5.43%5.61%
Last bull market16.80%10.63%
Last bear market-15.62%-12.05%

Annual total return (%) history

Year
SRGAXCategory
2024
N/AN/A
2023
11.91%N/A
2022
-19.16%N/A
2021
17.02%N/A
2020
14.45%9.83%
2019
20.45%14.61%
2018
-10.05%-7.70%
2017
17.79%12.63%
2016
6.65%5.99%
2015
-2.81%-5.93%
2014
3.98%2.41%
2013
N/A8.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.72%N/AN/AN/A
20234.24%3.61%-3.57%7.46%
2022-5.47%-15.62%-5.74%7.52%
20215.58%6.21%-1.81%6.28%
2020-18.31%17.03%6.81%12.08%
201910.43%2.80%0.77%5.29%
2018-1.34%0.56%4.62%-13.34%
20175.29%3.21%3.83%4.39%
20161.19%2.17%2.57%0.57%
20153.27%-1.33%-7.86%3.52%
20141.68%2.79%-2.80%2.35%
2013-0.30%5.62%7.70%N/A

Rank in category (by total return)

YTD38
1-month56
3-month66
1-year48
3-year64
5-year31

Load adjusted returns

1-year2.85%
3-year-1.96%
5-year4.71%
10-year4.84%