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Waycross Managed Risk Equity Fund (WAYEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.25+0.02 (+0.12%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.87%
5-year average return10.82%
Number of years up6
Number of years down2
Best 1-yr total return (26 June 2024)22.26%
Worst 1-yr total return (26 June 2024)N/A
Best 3-yr total return22.26%
Worst 3-yr total return1.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnWAYEXCategory
YTD9.73%9.18%
1-month2.11%-0.20%
3-month1.93%3.85%
1-year21.70%22.90%
3-year5.89%7.45%
5-year11.28%7.00%
10-year0.00%4.81%
Last bull market20.41%11.80%
Last bear market-9.78%-12.04%

Annual total return (%) history

Year
WAYEXCategory
2024
N/AN/A
2023
18.98%N/A
2022
-11.66%N/A
2021
11.45%N/A
2020
22.26%7.89%
2019
21.18%11.90%
2018
-8.80%-6.29%
2017
13.06%11.18%
2016
1.26%2.34%
2015
N/A-2.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.86%N/AN/AN/A
20233.68%7.16%-2.09%9.38%
2022-4.44%-9.78%-2.38%4.96%
20214.42%4.23%-1.55%4.01%
2020-10.42%13.91%8.47%10.47%
201913.01%2.97%0.70%3.42%
2018-0.65%2.71%4.45%-14.43%
20171.24%3.59%4.95%2.72%
2016-2.63%-0.43%3.79%0.63%
2015-5.47%1.93%N/AN/A

Rank in category (by total return)

YTD24
1-month62
3-month66
1-year29
3-year38
5-year12

Load adjusted returns

1-year21.70%
3-year5.89%
5-year11.28%
10-yearN/A