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AIG ESG Dividend A (EDFAX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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18.00
0.00
(0.00%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
★★
Year-to-date return
6.69%
5-year average return
0.00%
Number of years up
3
Number of years down
1
Best 1-yr total return (3 Feb 2019)
17.38%
Worst 1-yr total return (3 Feb 2019)
-8.76%
Best 3-yr total return
17.38%
Worst 3-yr total return
4.07%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
EDFAX
Category
YTD
14.33%
21.28%
1-month
-3.41%
-1.96%
3-month
0.34%
4.90%
1-year
35.12%
55.83%
3-year
8.13%
11.08%
5-year
0.00%
11.93%
10-year
0.00%
10.64%
Last bull market
0.00%
25.54%
Last bear market
0.00%
-22.08%
Annual total return (%) history
Year
EDFAX
Category
2021
N/A
N/A
2020
5.25%
2.63%
2019
17.38%
25.18%
2018
-8.76%
-12.86%
2017
13.65%
13.22%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2021
11.92%
N/A
N/A
N/A
2020
-25.19%
18.51%
6.94%
11.01%
2019
9.84%
1.10%
1.42%
4.23%
2018
-3.14%
2.12%
3.53%
-10.90%
2017
4.63%
1.04%
1.67%
5.73%
Rank in category (by total return)
YTD
94
1-month
69
3-month
98
1-year
98
3-year
76
5-year
N/A
Load adjusted returns
1-year
27.92%
3-year
7.08%
5-year
N/A
10-year
N/A
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