UK markets closed

MoA Small Cap Growth Fund (MAGKX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.12+0.02 (+0.15%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.14%
5-year average return7.89%
Number of years up13
Number of years down5
Best 1-yr total return (27 Jun 2024)43.31%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return43.31%
Worst 3-yr total return-2.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMAGKXCategory
YTD3.38%12.40%
1-month5.03%3.37%
3-month-0.83%4.88%
1-year14.64%55.69%
3-year-3.89%19.34%
5-year9.44%20.72%
10-year8.02%13.98%
Last bull market26.39%27.85%
Last bear market-19.69%-24.06%

Annual total return (%) history

Year
MAGKXCategory
2024
N/AN/A
2023
15.63%N/A
2022
-28.33%N/A
2021
10.32%N/A
2020
43.31%38.62%
2019
26.59%27.68%
2018
-12.53%-5.76%
2017
23.82%21.50%
2016
8.10%11.20%
2015
-2.39%-2.41%
2014
5.72%2.44%
2013
41.19%40.91%
2012
5.62%13.15%
2011
-2.29%-3.55%
2010
33.27%26.98%
2009
27.69%35.46%
2008
-34.37%-41.55%
2007
4.68%7.59%
2006
15.14%10.81%
2005
N/A6.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.92%N/AN/AN/A
20236.90%5.78%-6.51%9.37%
2022-12.89%-19.69%-2.12%4.67%
20215.76%3.99%-2.23%2.59%
2020-21.43%29.15%10.66%27.63%
201915.56%1.25%-2.48%10.94%
2018-0.70%4.25%5.19%-19.67%
20175.00%5.86%6.49%4.61%
2016-5.53%4.57%8.57%0.79%
20156.25%2.21%-11.91%2.04%
20140.66%0.46%-5.78%10.96%
201313.92%2.53%12.01%7.92%
201210.78%-3.64%1.56%-2.58%
20119.41%-1.56%-20.42%14.00%
20109.07%-7.36%12.67%17.06%
2009-11.03%18.72%13.76%6.28%
2008-13.47%4.86%-3.21%-25.27%
20071.89%6.98%0.28%-4.23%
200612.29%-5.17%-1.27%9.52%
20050.69%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month41
3-month66
1-year72
3-year64
5-year38

Load adjusted returns

1-year14.64%
3-year-3.89%
5-year9.44%
10-year8.02%