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AIG ESG Dividend A (EDFAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.000.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return6.69%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (3 Feb 2019)17.38%
Worst 1-yr total return (3 Feb 2019)-8.76%
Best 3-yr total return17.38%
Worst 3-yr total return4.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnEDFAXCategory
YTD14.33%21.28%
1-month-3.41%-1.96%
3-month0.34%4.90%
1-year35.12%55.83%
3-year8.13%11.08%
5-year0.00%11.93%
10-year0.00%10.64%
Last bull market0.00%25.54%
Last bear market0.00%-22.08%

Annual total return (%) history

Year
EDFAXCategory
2021
N/AN/A
2020
5.25%2.63%
2019
17.38%25.18%
2018
-8.76%-12.86%
2017
13.65%13.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202111.92%N/AN/AN/A
2020-25.19%18.51%6.94%11.01%
20199.84%1.10%1.42%4.23%
2018-3.14%2.12%3.53%-10.90%
20174.63%1.04%1.67%5.73%

Rank in category (by total return)

YTD94
1-month69
3-month98
1-year98
3-year76
5-yearN/A

Load adjusted returns

1-year27.92%
3-year7.08%
5-yearN/A
10-yearN/A