UK markets closed

DDJ Opportunistic High Yield II (DDJRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
7.23+0.00 (+0.06%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.56%
5-year average return2.51%
Number of years up6
Number of years down2
Best 1-yr total return (30 May 2024)14.24%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return14.24%
Worst 3-yr total return-1.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnDDJRXCategory
YTD2.50%3.62%
1-month-0.24%1.08%
3-month1.76%2.50%
1-year9.43%14.69%
3-year1.29%6.16%
5-year1.96%6.21%
10-year0.00%5.48%
Last bull market7.28%11.96%
Last bear market-9.93%-7.27%

Annual total return (%) history

Year
DDJRXCategory
2024
N/AN/A
2023
11.82%N/A
2022
-11.70%N/A
2021
5.95%N/A
2020
3.15%4.91%
2019
5.72%12.62%
2018
-0.48%-2.59%
2017
10.27%6.47%
2016
14.24%13.30%
2015
N/A-4.01%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.75%N/AN/AN/A
20233.35%3.87%0.80%3.34%
2022-2.35%-9.93%-0.76%1.17%
20212.26%2.24%1.22%0.12%
2020-15.99%9.72%5.42%6.16%
20194.28%0.57%-1.60%2.45%
20182.33%-1.76%2.28%-3.21%
20173.51%3.16%2.13%1.11%
20162.42%3.65%4.43%3.05%
2015-2.53%N/AN/AN/A

Rank in category (by total return)

YTD7
1-month13
3-month7
1-year23
3-year51
5-year95

Load adjusted returns

1-year9.43%
3-year1.29%
5-year1.96%
10-yearN/A