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13D Activist I (DDDIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.22+0.24 (+1.09%)
At close: 04:49PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.78%
5-year average return7.24%
Number of years up9
Number of years down3
Best 1-yr total return (2 May 2024)36.58%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return36.58%
Worst 3-yr total return3.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDDDIXCategory
YTD-0.83%17.04%
1-month-5.01%-0.01%
3-month0.51%5.47%
1-year7.27%50.44%
3-year-2.39%13.15%
5-year7.04%13.75%
10-year7.54%11.35%
Last bull market28.72%25.95%
Last bear market-13.21%-22.55%

Annual total return (%) history

Year
DDDIXCategory
2024
N/AN/A
2023
10.85%N/A
2022
-17.51%N/A
2021
19.55%N/A
2020
18.93%12.39%
2019
27.15%26.21%
2018
-13.47%-11.15%
2017
23.78%15.93%
2016
19.57%14.14%
2015
-10.92%-4.75%
2014
15.46%7.80%
2013
36.58%34.10%
2012
21.27%16.15%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.40%N/AN/AN/A
20234.97%-0.33%-8.48%15.76%
2022-1.84%-13.21%-12.11%10.16%
202111.71%6.49%-1.86%2.40%
2020-30.25%29.98%2.56%27.90%
201914.93%1.15%-1.75%11.33%
2018-0.82%4.75%-0.39%-16.39%
20176.06%4.99%0.45%10.67%
20161.45%3.51%7.09%6.33%
20155.34%-2.01%-12.28%-1.62%
20144.87%6.65%-3.66%7.15%
201315.66%1.55%10.10%5.63%
201212.50%-3.82%6.56%5.18%

Rank in category (by total return)

YTD92
1-month23
3-month94
1-year92
3-year97
5-year85

Load adjusted returns

1-year7.27%
3-year-2.39%
5-year7.04%
10-year7.54%