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Caldwell & Orkin Market Opportunity (COAGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.95-0.03 (-0.07%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return12.20%
5-year average return15.86%
Number of years up18
Number of years down13
Best 1-yr total return (24 Jun 2024)31.98%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return31.98%
Worst 3-yr total return-8.51%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOAGXCategory
YTD14.01%9.18%
1-month3.40%-0.20%
3-month6.31%3.85%
1-year43.01%22.90%
3-year12.84%7.45%
5-year17.09%7.00%
10-year7.80%4.81%
Last bull market30.16%11.80%
Last bear market-12.76%-12.04%

Annual total return (%) history

Year
COAGXCategory
2024
N/AN/A
2023
31.98%N/A
2022
-7.18%N/A
2021
27.17%N/A
2020
11.06%7.89%
2019
24.20%11.90%
2018
-15.53%-6.29%
2017
0.93%11.18%
2016
-10.17%2.34%
2015
5.11%-2.02%
2014
6.82%2.92%
2013
3.46%14.62%
2012
9.83%5.15%
2011
-0.66%-2.81%
2010
-1.01%4.13%
2009
-3.39%10.46%
2008
-4.66%-15.40%
2007
33.08%4.42%
2006
7.41%7.23%
2005
-0.13%4.77%
2004
-1.04%5.06%
2003
-6.58%8.46%
2002
2.93%2.05%
2001
-3.81%5.37%
2000
26.66%9.57%
1999
-3.88%3.99%
1998
22.44%12.54%
1997
29.37%16.27%
1996
27.29%12.82%
1995
16.51%14.12%
1994
-0.98%-0.62%
1993
14.91%12.85%
1992
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.65%N/AN/AN/A
20233.74%5.92%6.10%13.20%
2022-0.62%-12.76%-2.15%9.42%
202115.96%5.43%-0.51%4.56%
2020-37.67%26.06%7.48%31.51%
201912.53%4.29%1.81%3.94%
2018-0.97%1.67%1.30%-17.18%
20171.08%-2.04%0.49%1.43%
2016-4.53%-0.41%-3.29%-2.30%
20153.89%-1.56%5.13%-2.24%
2014-1.72%2.31%2.58%3.55%
20138.20%-4.03%-1.94%1.60%
20124.58%0.10%4.28%0.61%
2011-1.23%-1.29%3.15%-1.22%
2010-2.18%0.62%-0.77%1.35%
20092.33%1.33%-2.43%-4.50%
2008-4.73%4.69%-6.24%1.95%
20078.67%-2.61%15.69%8.69%
20060.06%-0.71%2.62%5.36%
2005-1.79%0.52%3.55%-2.30%
2004-1.15%1.42%0.97%-2.24%
2003-1.83%-1.59%-1.06%-2.26%
2002-3.19%3.02%3.89%-0.66%
2001-2.33%-2.52%3.72%-2.59%
20001.84%6.34%2.61%13.98%
19993.72%-3.26%2.07%-6.15%
19983.92%10.13%7.05%-0.06%
19976.28%3.85%10.88%5.71%
19966.56%8.09%2.73%7.58%
1995-1.20%1.67%4.48%11.01%
1994-0.97%0.66%-1.06%0.41%
19931.75%1.94%5.93%4.59%
199218.45%N/AN/AN/A

Rank in category (by total return)

YTD10
1-month32
3-month12
1-year4
3-year8
5-year5

Load adjusted returns

1-year43.01%
3-year12.84%
5-year17.09%
10-year7.80%