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Aperture Discover Equity Instl (ADISX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.970.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-5.43%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (22 Jan 2024)58.99%
Worst 1-yr total return (22 Jan 2024)N/A
Best 3-yr total return58.99%
Worst 3-yr total return0.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnADISXCategory
YTD18.66%12.40%
1-month11.22%3.37%
3-month16.00%4.88%
1-year18.66%55.69%
3-year0.05%19.34%
5-year0.00%20.72%
10-year0.00%13.98%
Last bull market70.27%27.85%
Last bear market-22.78%-24.06%

Annual total return (%) history

Year
ADISXCategory
2023
18.66%N/A
2022
-34.55%N/A
2021
28.95%N/A
2020
58.99%38.62%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20237.87%7.29%-11.61%16.00%
2022-19.07%-22.78%-2.32%7.21%
202112.66%11.75%0.51%1.90%
2020-29.57%59.86%10.03%28.35%

Rank in category (by total return)

YTD38
1-month26
3-month5
1-year38
3-year36
5-yearN/A

Load adjusted returns

1-year18.66%
3-year0.05%
5-yearN/A
10-yearN/A