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Balter Invenomic Institutional (BIVIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.24-0.07 (-0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.29%
5-year average return25.42%
Number of years up6
Number of years downN/A
Best 1-yr total return (19 May 2024)61.25%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return61.25%
Worst 3-yr total return8.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIVIXCategory
YTD-5.97%9.18%
1-month0.49%-0.20%
3-month-3.38%3.85%
1-year-4.06%22.90%
3-year24.86%7.45%
5-year25.04%7.00%
10-year0.00%4.81%
Last bull market-5.50%11.80%
Last bear market5.96%-12.04%

Annual total return (%) history

Year
BIVIXCategory
2024
N/AN/A
2023
16.56%N/A
2022
49.89%N/A
2021
61.25%N/A
2020
11.50%7.89%
2019
11.58%11.90%
2018
3.72%-6.29%
2017
N/A11.18%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-6.43%N/AN/AN/A
202311.48%-2.82%5.34%2.13%
202228.88%5.96%-4.78%15.28%
202132.37%3.22%3.95%13.54%
2020-14.36%6.30%-1.34%24.14%
20195.36%0.00%2.14%3.68%
20182.51%-1.45%0.92%1.73%
20170.99%6.89%N/AN/A

Rank in category (by total return)

YTD99
1-month9
3-month100
1-year98
3-year2
5-year1

Load adjusted returns

1-year-4.06%
3-year24.86%
5-year25.04%
10-yearN/A