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Fisher IIG All Frgn Eq Env & Scl Val (IAFEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.670.00 (0.00%)
At close: 06:25PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.92%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (27 Jun 2024)20.27%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return20.27%
Worst 3-yr total return1.70%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIAFEXCategory
YTD7.17%7.01%
1-month2.83%0.44%
3-month3.93%6.77%
1-year18.05%34.50%
3-year0.53%13.81%
5-year0.00%13.83%
10-year0.00%8.22%
Last bull market25.08%17.48%
Last bear market-17.53%-22.43%

Annual total return (%) history

Year
IAFEXCategory
2024
N/AN/A
2023
20.27%N/A
2022
-22.06%N/A
2021
12.23%N/A
2020
N/A25.48%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.50%N/AN/AN/A
202311.09%3.06%-6.98%12.93%
2022-11.33%-17.53%-9.63%17.95%
20213.90%7.67%-1.86%2.21%
202017.77%N/AN/AN/A

Rank in category (by total return)

YTD45
1-month96
3-month31
1-year24
3-year34
5-yearN/A

Load adjusted returns

1-year18.05%
3-year0.53%
5-yearN/A
10-yearN/A