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Catholic Investor Large Cap Growth I (KCGIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.94+0.29 (+1.64%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.12%
5-year average return12.30%
Number of years up6
Number of years down2
Best 1-yr total return (2 May 2024)38.13%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return38.13%
Worst 3-yr total return3.06%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKCGIXCategory
YTD6.87%12.38%
1-month-4.25%5.09%
3-month3.84%10.28%
1-year28.78%41.70%
3-year4.29%22.56%
5-year11.94%21.98%
10-year0.00%15.99%
Last bull market28.33%25.99%
Last bear market-19.35%-17.29%

Annual total return (%) history

Year
KCGIXCategory
2024
N/AN/A
2023
38.13%N/A
2022
-31.49%N/A
2021
19.39%N/A
2020
33.82%35.86%
2019
30.68%31.90%
2018
-4.99%-2.09%
2017
26.71%27.67%
2016
2.90%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.62%N/AN/AN/A
202313.20%12.06%-3.64%13.00%
2022-11.88%-19.35%-5.64%2.16%
20211.02%9.04%-0.22%8.62%
2020-14.99%27.75%11.00%11.01%
201914.75%5.05%-1.73%10.31%
20181.67%5.53%8.01%-18.01%
20177.59%3.88%4.94%8.03%
2016-1.44%-0.76%4.68%0.50%
20150.02%-6.89%6.34%N/A

Rank in category (by total return)

YTD48
1-month26
3-month52
1-year59
3-year60
5-year68

Load adjusted returns

1-year28.78%
3-year4.29%
5-year11.94%
10-yearN/A