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Monteagle Select Value I (MVEIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.85+0.01 (+0.09%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.25%
5-year average return8.54%
Number of years up18
Number of years down7
Best 1-yr total return (25 Apr 2024)47.80%
Worst 1-yr total return (25 Apr 2024)N/A
Best 3-yr total return47.80%
Worst 3-yr total return3.85%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMVEIXCategory
YTD7.99%21.28%
1-month7.58%-1.96%
3-month7.99%4.90%
1-year16.76%55.83%
3-year5.58%11.08%
5-year10.01%11.93%
10-year7.83%10.64%
Last bull market68.11%25.54%
Last bear market-10.29%-22.08%

Annual total return (%) history

Year
MVEIXCategory
2024
N/AN/A
2023
6.60%N/A
2022
-11.10%N/A
2021
40.01%N/A
2020
5.33%2.63%
2019
28.25%25.18%
2018
-16.86%-12.86%
2017
11.08%13.22%
2016
21.29%18.06%
2015
-10.83%-5.41%
2014
13.36%9.31%
2013
47.80%35.14%
2012
17.56%16.60%
2011
-6.01%-3.96%
2010
19.77%21.92%
2009
22.98%35.41%
2008
-42.36%-36.77%
2007
0.85%0.83%
2006
14.84%15.87%
2005
1.75%8.82%
2004
15.17%17.85%
2003
34.24%33.85%
2002
-11.66%-13.25%
2001
14.08%6.67%
2000
6.20%18.45%
1999
-3.96%8.50%
1998
N/A1.94%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.99%N/AN/AN/A
2023-1.40%2.65%-7.33%13.66%
2022-5.81%-10.29%-5.32%11.12%
202121.75%7.06%-2.47%10.14%
2020-41.09%31.39%4.65%30.04%
201920.12%2.17%-4.27%9.16%
2018-4.84%4.64%2.05%-18.18%
2017-0.48%0.86%3.10%7.33%
20165.09%-1.00%6.89%9.07%
20152.72%-1.03%-14.23%2.27%
20143.10%4.60%0.17%4.95%
201314.31%8.92%6.65%11.30%
201210.33%-5.98%8.34%4.61%
20118.28%-1.79%-19.81%10.21%
20107.00%-12.09%14.15%11.54%
2009-9.25%10.42%16.67%5.20%
2008-11.66%-3.13%-6.81%-27.73%
2007-0.73%5.51%2.49%-6.06%
20063.44%-0.02%5.10%5.66%
2005-1.82%-0.97%-0.54%5.22%
20042.73%2.92%-0.40%9.37%
2003-5.40%19.63%3.15%14.99%
20028.51%-4.76%-22.30%10.02%
20015.03%9.74%-11.35%11.65%
2000-4.32%-5.65%6.65%10.30%
1999-4.20%10.84%-11.23%1.89%
1998-5.16%-14.51%13.76%N/A

Rank in category (by total return)

YTD52
1-month7
3-month52
1-year74
3-year82
5-year57

Load adjusted returns

1-year16.76%
3-year5.58%
5-year10.01%
10-year7.83%