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Catholic Investor Large Cap Growth S (KCGSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.04-0.03 (-0.17%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.31%
5-year average return12.93%
Number of years up6
Number of years down2
Best 1-yr total return (6 May 2024)37.98%
Worst 1-yr total return (6 May 2024)N/A
Best 3-yr total return37.98%
Worst 3-yr total return2.98%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKCGSXCategory
YTD6.83%12.38%
1-month-4.27%5.09%
3-month3.78%10.28%
1-year28.64%41.70%
3-year4.20%22.56%
5-year11.83%21.98%
10-year0.00%15.99%
Last bull market28.30%25.99%
Last bear market-19.38%-17.29%

Annual total return (%) history

Year
KCGSXCategory
2024
N/AN/A
2023
37.98%N/A
2022
-31.55%N/A
2021
19.27%N/A
2020
33.75%35.86%
2019
30.47%31.90%
2018
-5.02%-2.09%
2017
26.62%27.67%
2016
2.97%3.23%
2015
N/A3.60%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.60%N/AN/AN/A
202313.16%12.03%-3.66%12.98%
2022-11.94%-19.38%-5.61%2.15%
20211.02%9.00%-0.22%8.54%
2020-14.95%27.71%10.96%10.98%
201914.66%5.03%-1.73%10.24%
20181.67%5.51%8.02%-18.04%
20177.58%3.78%4.97%8.04%
2016-1.35%-0.87%4.67%0.59%
20156.23%N/AN/AN/A

Rank in category (by total return)

YTD49
1-month27
3-month54
1-year60
3-year61
5-year69

Load adjusted returns

1-year28.64%
3-year4.20%
5-year11.83%
10-yearN/A