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Leland Thomson Reuters Private Eq Idx C (LDPCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.520.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-4.90%
5-year average return1.66%
Number of years up5
Number of years down2
Best 1-yr total return (17 Aug 2023)33.53%
Worst 1-yr total return (17 Aug 2023)N/A
Best 3-yr total return33.53%
Worst 3-yr total return1.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLDPCXCategory
YTD-4.90%5.31%
1-month-1.86%-4.19%
3-month4.85%3.90%
1-year-11.36%20.31%
3-year-1.46%6.48%
5-year1.66%11.78%
10-year0.00%10.96%
Last bull market49.11%25.56%
Last bear market-28.67%-15.11%

Annual total return (%) history

Year
LDPCXCategory
2023
N/A22.32%
2022
-32.64%-16.96%
2021
26.95%26.07%
2020
21.13%15.83%
2019
33.53%28.78%
2018
-13.36%-6.27%
2017
27.19%20.44%
2016
5.31%10.37%
2015
N/A-1.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2023-8.09%1.96%N/AN/A
2022-13.39%-28.67%-7.19%17.49%
20213.56%6.21%-2.66%18.57%
2020-33.38%30.60%16.13%19.89%
201915.48%4.18%2.13%8.67%
2018-5.23%3.51%11.54%-20.82%
20176.50%2.01%4.65%11.88%
2016-2.42%1.76%4.16%1.82%
201511.67%N/AN/AN/A

Rank in category (by total return)

YTD100
1-month4
3-month96
1-year100
3-year100
5-year100

Load adjusted returns

1-year-4.48%
3-year2.30%
5-year2.69%
10-yearN/A