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Litman Gregory Masters Intl Instl (MSILX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.43+0.23 (+1.26%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.60%
5-year average return4.25%
Number of years up16
Number of years down10
Best 1-yr total return (2 Jul 2024)38.54%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return38.54%
Worst 3-yr total return-4.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMSILXCategory
YTD3.35%9.07%
1-month-1.57%-1.09%
3-month-3.14%5.12%
1-year4.75%33.76%
3-year-0.72%8.50%
5-year4.29%10.08%
10-year1.83%5.80%
Last bull market25.01%14.90%
Last bear market-13.15%-23.70%

Annual total return (%) history

Year
MSILXCategory
2024
N/AN/A
2023
17.40%N/A
2022
-21.58%N/A
2021
11.75%N/A
2020
5.02%9.30%
2019
30.45%21.59%
2018
-20.80%-14.59%
2017
23.61%25.12%
2016
-4.61%0.79%
2015
-5.52%-1.59%
2014
-2.72%-4.98%
2013
21.47%19.44%
2012
19.96%18.29%
2011
-16.24%-13.97%
2010
15.86%10.24%
2009
38.54%31.24%
2008
-45.47%-43.99%
2007
20.75%12.71%
2006
23.61%24.77%
2005
23.70%14.72%
2004
14.37%17.39%
2003
38.86%33.58%
2002
-14.33%-16.69%
2001
-17.94%-21.67%
2000
-5.01%-16.34%
1999
75.01%40.28%
1998
11.74%12.72%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.70%-3.14%N/AN/A
202312.40%3.05%-6.55%8.46%
2022-10.72%-13.15%-13.43%16.82%
20215.57%2.93%-0.56%3.42%
2020-32.92%15.03%7.20%26.96%
201915.64%2.11%-0.18%10.68%
2018-1.13%-0.40%-2.98%-17.11%
20178.19%6.13%4.83%2.69%
2016-3.97%-6.52%7.60%-1.25%
20155.47%0.87%-11.80%0.69%
2014-0.33%4.67%-6.69%-0.06%
20135.46%-0.63%11.12%4.31%
201213.28%-10.39%8.69%8.72%
20115.71%-1.57%-22.16%3.42%
20102.15%-12.00%19.18%8.15%
2009-8.66%26.71%17.24%2.10%
2008-9.53%-3.08%-17.16%-24.94%
20076.08%8.25%10.04%-4.44%
20068.18%-0.26%3.55%10.63%
20050.83%2.11%14.15%5.26%
20044.32%-4.14%-0.07%14.44%
2003-10.28%23.65%7.58%16.35%
20025.99%-2.64%-20.80%4.82%
2001-13.52%0.00%-16.09%13.08%
200013.82%-7.81%-4.59%-5.11%
19999.86%10.22%2.49%41.01%
199818.22%-2.74%-19.54%20.79%

Rank in category (by total return)

YTD83
1-month48
3-month99
1-year97
3-year84
5-year87

Load adjusted returns

1-year4.75%
3-year-0.72%
5-year4.29%
10-year1.83%