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Seven Canyons Strategic Global Investor (WASIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.02+0.09 (+0.82%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.92%
5-year average return3.93%
Number of years up12
Number of years down5
Best 1-yr total return (2 July 2024)38.03%
Worst 1-yr total return (2 July 2024)N/A
Best 3-yr total return38.03%
Worst 3-yr total return1.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWASIXCategory
YTD0.18%12.99%
1-month-0.45%1.30%
3-month5.70%6.38%
1-year4.17%53.27%
3-year-6.20%14.94%
5-year3.97%15.72%
10-year3.64%9.30%
Last bull market8.70%18.45%
Last bear market-15.14%-25.47%

Annual total return (%) history

Year
WASIXCategory
2024
N/AN/A
2023
8.39%N/A
2022
-26.52%N/A
2021
34.34%N/A
2020
4.42%24.89%
2019
22.29%26.49%
2018
-6.80%-14.25%
2017
14.32%25.44%
2016
7.18%9.32%
2015
-10.95%-1.23%
2014
13.25%-0.42%
2013
33.25%30.99%
2012
11.29%18.46%
2011
6.35%-11.76%
2010
19.86%20.56%
2009
38.03%47.20%
2008
-40.57%-44.69%
2007
-2.02%9.94%
2006
N/A19.63%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-5.22%5.70%N/AN/A
20236.84%-2.44%-5.70%10.26%
2022-17.88%-15.14%-8.20%14.85%
202111.57%16.42%1.28%2.12%
2020-32.84%18.61%13.70%15.28%
20199.58%2.84%-0.11%8.64%
2018-1.67%3.42%5.28%-12.95%
20174.63%2.31%3.36%3.32%
20160.55%1.37%3.80%1.31%
20151.72%-2.48%-11.55%1.49%
20143.76%6.26%-0.38%3.11%
201312.87%-0.11%9.14%8.28%
20129.29%-4.00%6.11%-0.04%
20117.44%2.71%-14.58%12.82%
20104.54%-6.06%10.70%10.26%
2009-3.74%21.21%11.66%5.95%
2008-5.08%-3.60%-9.51%-28.23%
20070.61%2.39%-3.75%-1.18%
20061.31%4.33%10.71%N/A

Rank in category (by total return)

YTD48
1-month18
3-month1
1-year62
3-year64
5-year84

Load adjusted returns

1-year4.17%
3-year-6.20%
5-year3.97%
10-year3.64%