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Clarkston Institutional (CILGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.84+0.07 (+0.47%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.64%
5-year average return9.20%
Number of years up5
Number of years down2
Best 1-yr total return (4 Jun 2024)27.40%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return27.40%
Worst 3-yr total return5.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCILGXCategory
YTD2.26%4.44%
1-month1.84%-4.04%
3-month-0.47%4.09%
1-year15.30%14.37%
3-year0.41%6.04%
5-year9.95%9.20%
10-year0.00%8.57%
Last bull market22.23%22.97%
Last bear market-11.44%-11.27%

Annual total return (%) history

Year
CILGXCategory
2024
N/AN/A
2023
17.85%11.63%
2022
-8.55%-5.90%
2021
10.92%26.22%
2020
16.99%2.91%
2019
27.40%25.04%
2018
-8.31%-8.53%
2017
11.37%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.19%N/AN/AN/A
20237.41%5.45%-5.92%10.61%
20221.90%-11.44%-7.74%9.84%
202111.00%5.05%-7.56%2.90%
2020-22.37%12.23%11.27%20.68%
201913.88%4.91%2.54%3.99%
2018-3.29%1.14%3.54%-9.46%
20173.53%0.63%2.14%4.67%
20163.44%3.50%N/AN/A

Rank in category (by total return)

YTD97
1-month93
3-month99
1-year92
3-year98
5-year79

Load adjusted returns

1-year15.30%
3-year0.41%
5-year9.95%
10-yearN/A