UK markets closed

Kirr Marbach Partners Value (KMVAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
31.29+0.08 (+0.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return15.33%
5-year average return12.19%
Number of years up18
Number of years down7
Best 1-yr total return (30 May 2024)37.55%
Worst 1-yr total return (30 May 2024)N/A
Best 3-yr total return37.55%
Worst 3-yr total return1.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKMVAXCategory
YTD9.25%17.04%
1-month-4.14%-0.01%
3-month8.89%5.47%
1-year21.02%50.44%
3-year7.45%13.15%
5-year8.98%13.75%
10-year6.59%11.35%
Last bull market30.42%25.95%
Last bear market-15.06%-22.55%

Annual total return (%) history

Year
KMVAXCategory
2024
N/AN/A
2023
20.37%N/A
2022
-15.99%N/A
2021
28.85%N/A
2020
2.95%12.39%
2019
27.02%26.21%
2018
-19.62%-11.15%
2017
16.09%15.93%
2016
10.83%14.14%
2015
-4.55%-4.75%
2014
1.95%7.80%
2013
33.41%34.10%
2012
26.38%16.15%
2011
-2.62%-3.81%
2010
35.91%22.52%
2009
37.55%37.39%
2008
-44.88%-39.18%
2007
-5.18%4.85%
2006
15.58%14.03%
2005
6.69%9.25%
2004
13.58%16.30%
2003
31.86%36.28%
2002
-17.82%-16.55%
2001
15.66%-3.12%
2000
18.25%6.36%
1999
0.24%20.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.97%N/AN/AN/A
20236.61%7.05%-4.14%10.03%
2022-4.56%-15.06%-6.61%10.97%
202110.41%4.50%0.41%11.22%
2020-33.16%21.52%4.05%21.81%
201916.42%1.73%1.38%5.78%
2018-1.52%0.33%3.41%-21.33%
20173.05%2.58%3.13%6.49%
2016-1.23%-4.58%9.84%7.07%
20153.35%0.38%-10.39%2.68%
20142.53%0.78%-4.20%3.00%
201310.35%3.32%8.30%8.05%
201217.94%-5.70%8.33%4.90%
201110.70%-0.07%-22.50%13.58%
201010.39%-9.95%14.73%19.17%
2009-12.65%21.73%21.14%6.79%
2008-11.57%1.01%-12.46%-29.51%
20072.36%7.29%-5.72%-8.42%
20066.92%-2.59%3.59%7.13%
2005-0.70%2.89%2.60%1.78%
20043.07%2.15%-3.87%12.22%
2003-3.68%18.98%2.80%11.92%
20022.25%-9.09%-17.17%6.74%
20012.46%11.75%-15.85%20.04%
20003.71%1.64%9.42%2.52%
19990.40%15.24%-14.35%1.15%

Rank in category (by total return)

YTD4
1-month12
3-month4
1-year18
3-year6
5-year47

Load adjusted returns

1-year21.02%
3-year7.45%
5-year8.98%
10-year6.59%