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Entrepreneur US Small Cap Institutional (IMPAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.20+0.04 (+0.65%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-8.15%
5-year average return0.81%
Number of years up7
Number of years down3
Best 1-yr total return (17 Jun 2024)44.92%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return44.92%
Worst 3-yr total return-7.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIMPAXCategory
YTD-8.44%12.40%
1-month0.98%3.37%
3-month-8.17%4.88%
1-year2.83%55.69%
3-year-8.03%19.34%
5-year1.83%20.72%
10-year6.48%13.98%
Last bull market28.46%27.85%
Last bear market-18.99%-24.06%

Annual total return (%) history

Year
IMPAXCategory
2024
N/AN/A
2023
21.40%N/A
2022
-27.70%N/A
2021
-10.14%N/A
2020
44.92%38.62%
2019
19.33%27.68%
2018
3.03%-5.76%
2017
23.78%21.50%
2016
17.31%11.20%
2015
-5.34%-2.41%
2014
3.87%2.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.30%N/AN/AN/A
20238.09%7.99%-10.32%15.98%
2022-12.35%-18.99%0.73%1.09%
2021-6.24%5.25%-6.65%-2.45%
2020-20.85%27.09%10.07%30.89%
201921.07%-1.70%-5.90%6.56%
20183.08%17.10%8.06%-21.01%
20173.63%8.88%6.90%2.62%
2016-2.07%2.87%8.23%7.59%
20154.52%0.97%-12.58%2.61%
20140.00%2.20%-3.09%4.88%

Rank in category (by total return)

YTD99
1-month98
3-month99
1-year97
3-year84
5-year97

Load adjusted returns

1-year2.83%
3-year-8.03%
5-year1.83%
10-year6.48%