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AmericaFirst Monthly Risk-On Risk-Off I (ABRWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.12+0.15 (+0.94%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.02%
5-year average return2.63%
Number of years up7
Number of years down6
Best 1-yr total return (2 Jul 2024)29.79%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return29.79%
Worst 3-yr total return-3.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnABRWXCategory
YTD3.45%9.69%
1-month3.99%0.97%
3-month-3.70%5.21%
1-year13.92%27.45%
3-year1.43%8.85%
5-year2.54%8.56%
10-year2.65%5.61%
Last bull market28.53%10.63%
Last bear market-10.35%-12.05%

Annual total return (%) history

Year
ABRWXCategory
2024
N/AN/A
2023
14.81%N/A
2022
-11.46%N/A
2021
8.87%N/A
2020
-5.45%9.83%
2019
15.69%14.61%
2018
-6.35%-7.70%
2017
6.20%12.63%
2016
8.60%5.99%
2015
-5.55%-5.93%
2014
5.61%2.41%
2013
29.79%8.62%
2012
-2.84%9.45%
2011
-12.35%-3.36%
2010
N/A10.53%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.43%-3.70%N/AN/A
2023-1.12%5.45%-6.10%17.27%
2022-4.70%-10.35%-2.09%5.86%
20212.31%7.26%-6.04%5.59%
2020-14.04%5.23%1.96%2.51%
20197.57%2.71%1.21%3.46%
2018-1.11%6.80%2.03%-13.09%
2017-0.78%2.29%0.70%3.91%
20162.39%2.91%-2.34%5.55%
20150.24%-3.45%-2.33%-0.09%
2014-0.08%3.91%-3.11%4.98%
20137.55%-3.72%10.76%13.17%
20128.29%-7.75%-1.35%-1.41%
2011-1.40%-3.81%-13.73%7.13%
201015.44%N/AN/AN/A

Rank in category (by total return)

YTD82
1-month9
3-month97
1-year29
3-year50
5-year86

Load adjusted returns

1-year13.92%
3-year1.43%
5-year2.54%
10-year2.65%