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Litman Gregory Masters Equity Instl (MSEFX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.96+0.06 (+0.50%)
As of 08:06AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.66%
5-year average return5.18%
Number of years up20
Number of years down7
Best 1-yr total return (2 Jul 2024)44.30%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return44.30%
Worst 3-yr total return0.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSEFXCategory
YTD-1.16%12.08%
1-month-0.83%0.64%
3-month-4.11%6.49%
1-year3.50%38.01%
3-year-4.47%12.74%
5-year5.40%12.82%
10-year6.67%9.05%
Last bull market18.10%18.82%
Last bear market-19.17%-20.53%

Annual total return (%) history

Year
MSEFXCategory
2024
N/AN/A
2023
17.26%N/A
2022
-25.52%N/A
2021
17.75%N/A
2020
19.52%12.96%
2019
27.55%25.26%
2018
-9.91%-10.06%
2017
21.15%22.28%
2016
11.98%6.93%
2015
-1.87%-0.92%
2014
11.07%3.67%
2013
35.14%24.08%
2012
13.78%14.39%
2011
-4.16%-7.19%
2010
19.21%14.49%
2009
44.30%34.45%
2008
-46.76%-41.13%
2007
4.57%12.16%
2006
9.34%19.88%
2005
4.96%10.91%
2004
13.54%16.90%
2003
31.89%34.18%
2002
-19.06%-14.39%
2001
-2.55%-8.39%
2000
3.17%-3.51%
1999
26.45%35.82%
1998
14.90%16.44%
1997
29.11%9.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.07%-4.11%N/AN/A
20237.11%4.54%-5.68%11.03%
2022-9.84%-19.17%-9.34%12.73%
20218.65%7.32%-0.69%1.69%
2020-24.62%22.68%7.52%20.20%
201914.05%4.44%-2.74%10.10%
20181.26%1.45%4.28%-15.90%
20174.64%3.09%6.21%5.74%
2016-0.12%1.37%6.51%3.84%
20151.28%-0.60%-7.94%5.89%
20143.11%4.91%-1.70%4.45%
20138.43%1.73%11.04%10.33%
201212.39%-7.30%5.64%3.38%
20117.71%0.50%-18.23%8.28%
20105.97%-9.80%9.71%13.67%
2009-4.51%21.39%18.99%4.62%
2008-9.49%0.15%-16.36%-29.78%
20070.70%8.99%-1.22%-3.54%
20064.20%-4.09%0.53%8.84%
2005-5.18%0.97%5.27%4.14%
20043.50%2.88%-3.77%10.82%
2003-5.50%18.38%4.91%12.37%
2002-0.87%-11.30%-14.00%7.04%
2001-6.86%11.08%-18.76%15.94%
20007.23%-1.23%-0.92%-1.68%
19993.91%17.16%-6.43%11.01%
199811.66%2.19%-17.11%21.49%
1997-1.40%16.94%17.61%-4.79%

Rank in category (by total return)

YTD96
1-month82
3-month99
1-year95
3-year100
5-year95

Load adjusted returns

1-year3.50%
3-year-4.47%
5-year5.40%
10-year6.67%