UK markets close in 5 hours 53 minutes

Entrepreneur US Large Cap Institutional (IMPLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
4.52000.0000 (0.00%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.88%
5-year average return0.64%
Number of years up5
Number of years down3
Best 1-yr total return (29 Mar 2023)48.01%
Worst 1-yr total return (29 Mar 2023)N/A
Best 3-yr total return48.01%
Worst 3-yr total return-4.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnIMPLXCategory
YTD-0.88%12.38%
1-month-10.32%5.09%
3-month-0.88%10.28%
1-year-26.14%41.70%
3-year-2.25%22.56%
5-year0.64%21.98%
10-year0.00%15.99%
Last bull market11.49%25.99%
Last bear market-20.86%-17.29%

Annual total return (%) history

Year
IMPLXCategory
2022
-33.82%N/A
2021
-12.00%N/A
2020
48.01%35.86%
2019
29.93%31.90%
2018
-1.97%-2.09%
2017
27.39%27.67%
2016
9.34%3.23%
2015
1.21%3.60%
2014
N/A10.00%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-12.34%-20.86%-3.77%-0.87%
2021-15.29%9.66%-4.75%-0.53%
2020-9.75%22.55%14.62%16.76%
201919.02%1.88%-2.70%10.12%
20185.44%7.27%6.58%-18.68%
20176.31%5.35%4.52%8.84%
20160.76%1.04%4.32%2.94%
20152.69%0.84%-6.50%4.53%
20141.70%2.33%N/AN/A

Rank in category (by total return)

YTD9
1-month15
3-month9
1-year48
3-year97
5-year98

Load adjusted returns

1-year-13.99%
3-year-1.12%
5-year2.63%
10-yearN/A