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Invenomic Super Institutional (BIVSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.51-0.07 (-0.38%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-7.19%
5-year average return25.71%
Number of years up4
Number of years downN/A
Best 1-yr total return (19 May 2024)61.63%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return61.63%
Worst 3-yr total return39.49%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnBIVSXCategory
YTD-5.89%9.18%
1-month0.48%-0.20%
3-month-3.29%3.85%
1-year-3.81%22.90%
3-year25.19%7.45%
5-year25.32%7.00%
10-year0.00%4.81%
Last bull market-5.35%11.80%
Last bear market6.00%-12.04%

Annual total return (%) history

Year
BIVSXCategory
2024
N/AN/A
2023
16.85%N/A
2022
50.27%N/A
2021
61.63%N/A
2020
11.75%7.89%
2019
N/A11.90%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-6.34%N/AN/AN/A
202311.55%-2.78%5.46%2.18%
202228.99%6.00%-4.71%15.33%
202132.42%3.33%3.99%13.59%
2020-14.35%6.40%-1.34%24.28%
20192.23%3.67%N/AN/A

Rank in category (by total return)

YTD99
1-month9
3-month100
1-year97
3-year1
5-year1

Load adjusted returns

1-year-3.81%
3-year25.19%
5-year25.32%
10-yearN/A