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Preserver Alternative Opportunits Instl (PAOIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.38+0.01 (+0.09%)
As of 08:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.10%
5-year average return3.73%
Number of years up4
Number of years down2
Best 1-yr total return (20 Jun 2023)19.72%
Worst 1-yr total return (20 Jun 2023)N/A
Best 3-yr total return19.72%
Worst 3-yr total return2.11%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnPAOIXCategory
YTD4.10%9.69%
1-month-0.48%0.91%
3-month1.52%5.21%
1-year4.72%27.06%
3-year3.98%11.00%
5-year3.73%10.26%
10-year0.00%8.34%
Last bull market21.23%15.58%
Last bear market-12.26%-12.16%

Annual total return (%) history

Year
PAOIXCategory
2023
N/AN/A
2022
-18.09%N/A
2021
13.97%N/A
2020
14.04%11.72%
2019
19.72%19.23%
2018
-7.84%-5.76%
2017
12.42%13.21%
2016
N/A7.34%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20234.90%N/AN/AN/A
2022-6.70%-12.26%-3.11%3.27%
20211.61%4.82%-0.07%7.08%
2020-11.66%11.69%6.58%8.44%
201910.21%3.21%0.17%5.08%
2018-0.78%1.40%2.77%-10.86%
20174.08%2.82%3.66%1.34%
20162.46%3.08%0.51%N/A

Rank in category (by total return)

YTD47
1-month85
3-month80
1-year80
3-year80
5-year72

Load adjusted returns

1-year-2.82%
3-year4.58%
5-year4.07%
10-yearN/A