UK markets closed

Cohen & Steers MLP & Energy Opp C (MLOCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.53+0.04 (+0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.21%
5-year average return6.56%
Number of years up6
Number of years down4
Best 1-yr total return (17 Jun 2024)38.86%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return38.86%
Worst 3-yr total return-11.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLOCXCategory
YTD13.03%38.02%
1-month5.07%4.39%
3-month10.48%17.34%
1-year28.82%54.67%
3-year16.00%0.06%
5-year7.68%0.07%
10-year1.24%1.70%
Last bull market16.69%11.80%
Last bear market-6.60%-7.14%

Annual total return (%) history

Year
MLOCXCategory
2024
N/AN/A
2023
9.38%N/A
2022
19.77%N/A
2021
38.86%N/A
2020
-27.61%-23.34%
2019
10.42%13.05%
2018
-14.37%-16.32%
2017
-0.69%-5.78%
2016
35.24%27.30%
2015
-39.37%-34.98%
2014
11.91%7.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.48%N/AN/AN/A
20230.36%1.22%1.79%5.78%
202219.70%-6.60%-1.66%8.94%
202119.15%15.03%-1.88%3.26%
2020-50.75%37.12%-10.88%20.28%
201920.22%-2.63%-6.51%0.90%
2018-10.76%13.95%1.67%-17.18%
20171.95%-3.95%1.08%0.34%
20161.95%19.38%9.24%1.73%
2015-2.50%-3.43%-26.54%-12.34%
20145.67%16.61%-0.06%-9.11%

Rank in category (by total return)

YTD69
1-month2
3-month24
1-year79
3-year81
5-year85

Load adjusted returns

1-year27.82%
3-year16.00%
5-year7.68%
10-year1.24%