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Advisory Research MLP & Energy Income A (INFRX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.61+0.07 (+0.82%)
At close: 06:46PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.93%
5-year average return9.03%
Number of years up8
Number of years down4
Best 1-yr total return (15 May 2024)34.97%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return34.97%
Worst 3-yr total return-6.63%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnINFRXCategory
YTD9.11%38.02%
1-month-0.24%4.39%
3-month9.53%17.34%
1-year21.10%54.67%
3-year16.14%0.06%
5-year9.00%0.07%
10-year2.52%1.70%
Last bull market13.61%11.80%
Last bear market-8.57%-7.14%

Annual total return (%) history

Year
INFRXCategory
2024
N/AN/A
2023
12.23%N/A
2022
17.51%N/A
2021
24.65%N/A
2020
-14.43%-23.34%
2019
15.58%13.05%
2018
-14.68%-16.32%
2017
-5.93%-5.78%
2016
34.97%27.30%
2015
-35.89%-34.98%
2014
12.38%7.46%
2013
18.96%22.57%
2012
6.09%4.29%
2011
N/A8.47%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.37%N/AN/AN/A
2023-0.39%3.61%5.10%3.48%
202217.15%-8.57%4.60%4.89%
20219.70%12.94%-1.26%1.89%
2020-43.79%34.42%-2.87%16.60%
201916.34%-0.52%-2.23%2.14%
2018-9.21%9.23%2.27%-15.87%
20170.94%-6.91%1.98%-1.83%
20160.05%19.85%8.78%3.48%
20151.01%-2.37%-23.57%-14.96%
20144.34%14.39%0.81%-6.60%
201312.00%-1.28%1.63%5.87%
20120.51%-1.75%7.47%-0.04%
2011-8.33%16.04%N/AN/A

Rank in category (by total return)

YTD82
1-month22
3-month62
1-year84
3-year85
5-year53

Load adjusted returns

1-year14.44%
3-year13.98%
5-year7.77%
10-year1.95%