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Campbell Dynamic Trend Institutional (CDRTX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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5.05+0.00 (+0.03%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return-2.27%
5-year average return0.00%
Number of years up2
Number of years down3
Best 1-yr total return (3 Feb 2019)5.43%
Worst 1-yr total return (3 Feb 2019)-6.22%
Best 3-yr total return5.43%
Worst 3-yr total return-2.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCDRTXCategory
YTD-2.58%6.19%
1-month-1.82%-1.44%
3-month-5.38%2.66%
1-year-3.62%11.75%
3-year0.59%3.74%
5-year-0.92%0.99%
10-year0.00%0.36%
Last bull market0.00%-2.26%
Last bear market0.00%-6.61%

Annual total return (%) history

Year
CDRTXCategory
2020
N/A2.83%
2019
5.43%4.67%
2018
-5.00%-5.78%
2017
3.38%3.05%
2016
-6.22%-2.75%
2015
-3.83%-0.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20202.96%-5.38%N/AN/A
20192.27%4.21%5.16%-5.93%
2018-1.33%-0.34%1.13%-4.47%
20171.12%-2.00%1.13%3.15%
2016-2.32%1.40%-2.13%-3.26%
20158.10%-11.84%3.57%-2.56%

Rank in category (by total return)

YTD61
1-month61
3-month88
1-year65
3-year44
5-year46

Load adjusted returns

1-year-3.62%
3-year0.59%
5-year-0.92%
10-yearN/A