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North Star Dividend I (NSDVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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22.06+0.08 (+0.36%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.13%
5-year average return6.05%
Number of years up7
Number of years down3
Best 1-yr total return (2 May 2024)23.62%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return23.62%
Worst 3-yr total return2.73%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnNSDVXCategory
YTD-1.81%26.79%
1-month-4.99%-1.77%
3-month0.47%4.45%
1-year9.84%71.02%
3-year-0.59%9.35%
5-year5.66%12.17%
10-year5.73%9.95%
Last bull market18.84%28.07%
Last bear market-9.62%-24.24%

Annual total return (%) history

Year
NSDVXCategory
2024
N/AN/A
2023
8.05%N/A
2022
-6.37%N/A
2021
16.18%N/A
2020
6.51%4.02%
2019
16.11%21.43%
2018
-12.33%-15.46%
2017
8.27%8.54%
2016
23.62%25.99%
2015
-2.79%-6.71%
2014
9.94%3.34%
2013
N/A36.22%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.35%N/AN/AN/A
2023-0.67%0.06%-1.93%10.84%
2022-1.16%-9.62%-7.41%13.21%
202115.24%3.50%-3.87%1.32%
2020-26.04%16.10%1.77%21.88%
20195.08%3.94%3.78%2.44%
2018-0.02%7.66%-2.69%-16.29%
2017-1.50%3.48%3.46%2.67%
20162.77%6.25%6.49%6.32%
20150.08%-1.55%-5.07%3.94%
20144.77%0.31%-3.68%8.62%
20136.19%7.94%N/AN/A

Rank in category (by total return)

YTD59
1-month22
3-month74
1-year87
3-year89
5-year86

Load adjusted returns

1-year9.84%
3-year-0.59%
5-year5.66%
10-year5.73%