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AmericaFirst Monthly Risk-On Risk-Off U (ABRUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.19+0.12 (+0.92%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.10%
5-year average return0.82%
Number of years up7
Number of years down6
Best 1-yr total return (2 Jul 2024)28.38%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return28.38%
Worst 3-yr total return-4.76%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABRUXCategory
YTD2.60%9.69%
1-month3.83%0.97%
3-month-4.13%5.21%
1-year11.97%27.45%
3-year-0.33%8.85%
5-year0.76%8.56%
10-year0.99%5.61%
Last bull market27.68%10.63%
Last bear market-10.78%-12.05%

Annual total return (%) history

Year
ABRUXCategory
2024
N/AN/A
2023
12.82%N/A
2022
-13.01%N/A
2021
7.05%N/A
2020
-7.23%9.83%
2019
13.84%14.61%
2018
-7.75%-7.70%
2017
4.83%12.63%
2016
6.59%5.99%
2015
-6.97%-5.93%
2014
4.29%2.41%
2013
28.38%8.62%
2012
-3.68%9.45%
2011
-13.23%-3.36%
2010
N/A10.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.02%-4.13%N/AN/A
2023-1.51%4.97%-6.46%16.67%
2022-5.11%-10.78%-2.56%5.45%
20211.91%6.83%-6.47%5.13%
2020-14.46%4.77%1.55%1.94%
20197.18%2.29%0.88%2.93%
2018-1.45%6.39%1.62%-13.42%
2017-1.10%1.97%0.42%3.51%
20161.44%2.49%-2.60%5.26%
2015-0.08%-3.95%-2.62%-0.45%
2014-0.35%3.51%-3.40%4.66%
20137.24%-4.08%10.60%12.85%
20128.01%-7.92%-1.63%-1.55%
2011-1.58%-4.11%-13.99%6.91%
2010-16.79%13.19%15.10%N/A

Rank in category (by total return)

YTD86
1-month10
3-month98
1-year39
3-year72
5-year98

Load adjusted returns

1-year9.17%
3-year-1.17%
5-year0.25%
10-year0.73%