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Summit GI Small Cap Low Volatility A (LVSMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.31+0.01 (+0.05%)
As of 09:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.97%
5-year average return4.17%
Number of years up3
Number of years down3
Best 1-yr total return (27 Dec 2023)20.36%
Worst 1-yr total return (27 Dec 2023)N/A
Best 3-yr total return20.36%
Worst 3-yr total return-3.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnLVSMXCategory
YTD2.46%20.19%
1-month6.68%0.02%
3-month0.29%4.36%
1-year-3.41%60.18%
3-year3.75%11.32%
5-year0.04%13.88%
10-year0.00%11.19%
Last bull market21.36%27.98%
Last bear market-6.27%-24.08%

Annual total return (%) history

Year
LVSMXCategory
2023
N/AN/A
2022
-12.18%N/A
2021
17.16%N/A
2020
-11.80%10.99%
2019
20.36%23.75%
2018
-10.10%-12.72%
2017
8.55%12.28%
2016
N/A20.78%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20230.63%1.97%-4.56%N/A
2022-7.09%-6.27%-5.79%7.04%
20214.70%2.03%-1.04%10.82%
2020-31.03%11.07%2.33%12.51%
201910.85%1.92%2.23%4.21%
2018-1.57%7.57%5.32%-19.38%
2017-1.48%4.09%5.13%0.69%
20165.40%3.04%12.38%N/A

Rank in category (by total return)

YTD81
1-month87
3-month4
1-year76
3-year72
5-year99

Load adjusted returns

1-year-8.48%
3-year1.90%
5-year-1.04%
10-yearN/A