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Chautauqua Global Growth Investor (CCGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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23.22-0.12 (-0.51%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.60%
5-year average return12.62%
Number of years up5
Number of years down2
Best 1-yr total return (13 Jun 2024)37.94%
Worst 1-yr total return (13 Jun 2024)N/A
Best 3-yr total return37.94%
Worst 3-yr total return1.35%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCCGSXCategory
YTD10.62%9.95%
1-month5.56%2.98%
3-month4.58%8.22%
1-year17.29%40.81%
3-year2.15%19.17%
5-year12.70%18.49%
10-year0.00%11.83%
Last bull market25.69%21.12%
Last bear market-15.96%-20.34%

Annual total return (%) history

Year
CCGSXCategory
2024
N/AN/A
2023
16.01%N/A
2022
-20.32%N/A
2021
12.64%N/A
2020
37.94%32.67%
2019
29.73%30.40%
2018
-14.86%-7.79%
2017
37.29%30.22%
2016
N/A2.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.15%N/AN/AN/A
20239.29%2.23%-5.73%10.14%
2022-9.02%-15.96%-6.54%11.50%
20212.43%6.97%0.18%2.62%
2020-14.35%24.39%10.20%17.49%
201916.31%4.98%-2.12%8.55%
20180.52%0.07%4.31%-18.87%
201710.81%7.61%8.49%6.13%
20169.73%-5.88%N/AN/A

Rank in category (by total return)

YTD40
1-month14
3-month22
1-year75
3-year54
5-year33

Load adjusted returns

1-year17.29%
3-year2.15%
5-year12.70%
10-yearN/A