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Kempner Multi-Cap Deep Value Instl (FIKDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.97+0.05 (+0.42%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.55%
5-year average return9.15%
Number of years up10
Number of years down5
Best 1-yr total return (30 Jun 2024)30.30%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return30.30%
Worst 3-yr total return2.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFIKDXCategory
YTD14.36%4.44%
1-month4.95%-4.04%
3-month10.82%4.09%
1-year32.55%14.37%
3-year5.14%6.04%
5-year11.30%9.20%
10-year6.95%8.57%
Last bull market27.15%22.97%
Last bear market-13.41%-11.27%

Annual total return (%) history

Year
FIKDXCategory
2024
N/AN/A
2023
14.82%11.63%
2022
-10.40%-5.90%
2021
24.34%26.22%
2020
-0.29%2.91%
2019
23.23%25.04%
2018
-8.21%-8.53%
2017
12.42%15.94%
2016
15.27%14.81%
2015
-10.00%-4.05%
2014
4.81%10.21%
2013
30.30%31.21%
2012
7.81%14.57%
2011
-0.99%-0.75%
2010
14.51%13.66%
2009
23.57%24.13%
2008
N/A-37.09%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.71%N/AN/AN/A
20234.85%0.39%-0.08%9.18%
20220.56%-13.81%-7.36%11.59%
202119.96%3.41%-2.59%2.89%
2020-29.33%15.05%0.99%21.43%
201910.94%3.05%0.36%7.39%
20180.58%1.64%3.14%-12.94%
20172.88%0.89%3.96%4.18%
2016-1.22%3.14%4.52%8.26%
2015-1.05%-0.83%-10.75%2.77%
20141.82%1.92%-0.35%1.35%
201311.16%4.52%4.64%7.18%
20127.23%-1.17%3.43%-1.64%
20116.19%-0.74%-15.64%11.35%
20107.44%-11.25%11.22%7.97%
2009-12.59%17.97%18.66%0.98%
2008-6.02%-20.30%N/AN/A

Rank in category (by total return)

YTD2
1-month5
3-month1
1-year3
3-year75
5-year53

Load adjusted returns

1-year32.55%
3-year5.14%
5-year11.30%
10-year6.95%