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Salient Select Income Institutional (KIFYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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17.93-0.06 (-0.33%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.78%
5-year average return2.59%
Number of years up11
Number of years down6
Best 1-yr total return (27 May 2024)76.03%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return76.03%
Worst 3-yr total return-1.20%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKIFYXCategory
YTD-2.82%5.09%
1-month-1.99%1.29%
3-month-1.17%3.60%
1-year7.00%19.60%
3-year0.76%7.20%
5-year2.48%5.90%
10-year3.75%6.54%
Last bull market12.72%11.27%
Last bear market-7.16%-4.58%

Annual total return (%) history

Year
KIFYXCategory
2024
N/AN/A
2023
14.61%N/A
2022
-14.10%N/A
2021
15.44%N/A
2020
-2.75%4.83%
2019
18.64%17.63%
2018
-8.52%-5.49%
2017
1.84%9.78%
2016
14.09%5.66%
2015
-0.75%3.18%
2014
17.16%11.44%
2013
4.71%1.11%
2012
19.66%18.05%
2011
3.31%2.26%
2010
26.74%18.29%
2009
76.03%50.41%
2008
-40.43%-26.18%
2007
-24.02%-12.38%
2006
N/A9.14%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.85%N/AN/AN/A
20232.28%4.21%-2.18%9.92%
2022-2.66%-7.16%-6.64%1.81%
20214.99%5.13%1.68%2.86%
2020-31.56%20.09%8.35%9.21%
201912.17%0.85%4.03%0.81%
2018-6.39%4.38%2.74%-8.87%
20171.03%1.04%0.72%-0.95%
20162.55%6.41%4.58%-0.03%
20153.04%-2.37%-3.07%1.78%
20147.39%4.90%-0.83%4.87%
20137.47%-1.71%-1.25%0.39%
20127.56%3.60%3.88%3.37%
20113.23%2.15%-6.38%4.64%
201011.14%-0.56%10.31%3.96%
2009-8.23%38.97%27.21%8.50%
20081.02%0.03%-23.83%-22.61%
2007-0.64%0.28%-9.93%-15.35%
20064.12%5.70%N/AN/A

Rank in category (by total return)

YTD99
1-month68
3-month70
1-year72
3-year18
5-year52

Load adjusted returns

1-year7.00%
3-year0.76%
5-year2.48%
10-year3.75%