UK markets close in 6 hours 6 minutes

Fisher IIG ESG Fixed Inc for Ret Plns (QDVBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
8.54-0.04 (-0.47%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.50%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (27 May 2024)6.70%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return6.70%
Worst 3-yr total return-3.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQDVBXCategory
YTD-2.65%-1.22%
1-month-2.31%0.67%
3-month-2.65%1.77%
1-year0.00%0.77%
3-year-3.62%5.26%
5-year0.00%3.02%
10-year0.00%3.31%
Last bull market7.40%3.52%
Last bear market-5.16%3.25%

Annual total return (%) history

Year
QDVBXCategory
2024
N/AN/A
2023
6.37%N/A
2022
-14.31%N/A
2021
-0.37%N/A
2020
6.70%7.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.35%N/AN/AN/A
20232.96%-0.57%-2.31%6.37%
2022-6.03%-5.16%-6.10%2.41%
2021-2.23%2.38%-0.19%-0.27%
2020-0.90%4.65%1.54%1.33%

Rank in category (by total return)

YTD27
1-month26
3-month27
1-year19
3-year55
5-yearN/A

Load adjusted returns

1-year0.00%
3-year-3.62%
5-yearN/A
10-yearN/A