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Property
The UK’s most expensive coastal town
Average home in this seaside town costs over £1m
Balter Invenomic Institutional (BIVIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
18.24
-0.07
(-0.38%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-7.29%
5-year average return
25.42%
Number of years up
6
Number of years down
N/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 return
61.25%
Worst 3-yr total return
8.87%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
BIVIX
Category
YTD
-5.97%
9.18%
1-month
0.49%
-0.20%
3-month
-3.38%
3.85%
1-year
-4.06%
22.90%
3-year
24.86%
7.45%
5-year
25.04%
7.00%
10-year
0.00%
4.81%
Last bull market
-5.50%
11.80%
Last bear market
5.96%
-12.04%
Annual total return (%) history
Year
BIVIX
Category
2024
N/A
N/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/A
11.18%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
-6.43%
N/A
N/A
N/A
2023
11.48%
-2.82%
5.34%
2.13%
2022
28.88%
5.96%
-4.78%
15.28%
2021
32.37%
3.22%
3.95%
13.54%
2020
-14.36%
6.30%
-1.34%
24.14%
2019
5.36%
0.00%
2.14%
3.68%
2018
2.51%
-1.45%
0.92%
1.73%
2017
0.99%
6.89%
N/A
N/A
Rank in category (by total return)
YTD
99
1-month
9
3-month
100
1-year
98
3-year
2
5-year
1
Load adjusted returns
1-year
-4.06%
3-year
24.86%
5-year
25.04%
10-year
N/A
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