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Hancock Horizon Burkenroad Sm Cp D (HYBUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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30.70-0.01 (-0.03%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★
Year-to-date return13.19%
5-year average return5.64%
Number of years up14
Number of years down5
Best 1-yr total return (3 Feb 2019)39.43%
Worst 1-yr total return (3 Feb 2019)-25.13%
Best 3-yr total return39.43%
Worst 3-yr total return-3.55%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnHYBUXCategory
YTD15.93%20.19%
1-month1.17%0.02%
3-month-0.37%4.36%
1-year54.51%60.18%
3-year3.98%11.32%
5-year8.50%13.88%
10-year11.40%11.19%
Last bull market28.68%27.98%
Last bear market-19.79%-24.08%

Annual total return (%) history

Year
HYBUXCategory
2021
N/AN/A
2020
6.92%10.99%
2019
17.35%23.75%
2018
-15.57%-12.72%
2017
10.10%12.28%
2016
21.11%20.78%
2015
-2.05%-5.38%
2014
-1.23%3.79%
2013
39.43%37.39%
2012
17.31%15.46%
2011
6.36%-4.07%
2010
20.76%25.61%
2009
31.63%31.80%
2008
-25.13%-36.56%
2007
2.73%-1.10%
2006
16.65%15.03%
2005
6.30%6.75%
2004
24.37%18.94%
2003
34.64%43.41%
2002
-0.79%-16.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202112.91%N/AN/AN/A
2020-36.98%25.85%5.36%27.96%
201912.40%-0.31%-0.53%5.29%
2018-2.94%7.32%4.48%-22.42%
20170.06%-0.40%5.76%4.46%
2016-1.17%6.95%2.78%11.47%
20156.02%-1.09%-7.31%0.78%
20142.85%3.15%-8.30%1.53%
201314.66%3.23%7.49%9.58%
201212.16%-3.45%6.15%2.05%
201110.72%0.93%-18.02%16.09%
20102.43%-8.37%9.60%17.41%
2009-9.80%19.88%14.52%6.29%
2008-2.25%8.16%-7.15%-23.73%
20071.66%6.51%-2.38%-2.81%
200614.90%-2.84%-5.69%10.79%
20050.85%-0.08%8.18%-2.48%
200411.16%2.22%-2.96%12.81%
2003-6.50%20.91%5.09%13.33%
200213.00%0.35%-18.58%7.44%

Rank in category (by total return)

YTD75
1-month66
3-month68
1-year62
3-year94
5-year94

Load adjusted returns

1-year57.84%
3-year5.99%
5-year9.37%
10-year9.56%