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Cavanal Hill Funds - Cavanal Hill Opportunistic Fund (AACOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.220.00 (0.00%)
At close: 07:45PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.03%
5-year average return1.35%
Number of years up6
Number of years down2
Best 1-yr total return (12 Dec 2023)19.49%
Worst 1-yr total return (12 Dec 2023)N/A
Best 3-yr total return19.49%
Worst 3-yr total return-0.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAACOXCategory
YTD-1.08%11.35%
1-month1.99%0.99%
3-month-1.90%5.92%
1-year-4.58%32.83%
3-year-4.28%11.75%
5-year0.52%11.53%
10-year1.39%8.98%
Last bull market26.35%17.67%
Last bear market-15.47%-15.71%

Annual total return (%) history

Year
AACOXCategory
2023
N/AN/A
2022
-22.14%N/A
2021
8.67%N/A
2020
19.49%13.51%
2019
11.38%21.35%
2018
-14.62%-7.93%
2017
10.96%15.80%
2016
4.13%7.93%
2015
0.54%-2.77%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-0.75%-0.01%-0.48%N/A
2022-7.73%-15.47%-5.39%5.51%
20216.98%2.02%-5.16%4.98%
2020-16.70%19.89%2.58%16.63%
201910.66%-0.24%-1.16%2.07%
2018-1.37%5.06%-2.84%-15.20%
20173.75%1.67%2.05%3.09%
2016-4.65%-0.31%3.31%6.04%
20152.57%-0.50%-5.26%3.98%

Rank in category (by total return)

YTD99
1-month100
3-month96
1-year99
3-year100
5-year99

Load adjusted returns

1-year-5.52%
3-year-4.28%
5-year0.52%
10-year1.39%