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Moerus Worldwide Value N (MOWNX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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15.88-0.08 (-0.50%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.32%
5-year average return9.80%
Number of years up5
Number of years down2
Best 1-yr total return (24 Jun 2024)24.49%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return24.49%
Worst 3-yr total return-6.05%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMOWNXCategory
YTD12.35%14.60%
1-month5.04%-1.66%
3-month14.53%5.70%
1-year36.12%46.89%
3-year13.06%6.61%
5-year11.61%9.96%
10-year0.00%6.46%
Last bull market21.55%14.17%
Last bear market-14.90%-22.90%

Annual total return (%) history

Year
MOWNXCategory
2024
N/AN/A
2023
24.49%N/A
2022
6.16%N/A
2021
17.99%N/A
2020
-10.26%8.61%
2019
15.01%19.18%
2018
-19.67%-19.13%
2017
19.05%27.52%
2016
N/A4.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.96%N/AN/AN/A
20232.35%9.09%1.01%10.38%
202210.87%-14.90%-3.45%16.54%
202110.17%3.75%-0.17%3.40%
2020-40.02%13.86%3.26%27.25%
20198.87%2.15%-4.82%8.66%
2018-2.93%-4.92%-1.17%-11.93%
20178.93%2.34%6.38%0.39%
20163.83%4.31%N/AN/A

Rank in category (by total return)

YTD7
1-month47
3-month7
1-year7
3-year6
5-year14

Load adjusted returns

1-year36.12%
3-year13.06%
5-year11.61%
10-yearN/A