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EquityCompass Quality Dividend C (QDVCX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.80-0.03 (-0.25%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.41%
5-year average return4.85%
Number of years up5
Number of years down5
Best 1-yr total return (2 Jul 2024)23.26%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return23.26%
Worst 3-yr total return3.30%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnQDVCXCategory
YTD4.68%4.44%
1-month-0.48%-4.04%
3-month-1.39%4.09%
1-year8.39%14.37%
3-year1.47%6.04%
5-year5.23%9.20%
10-year5.39%8.57%
Last bull market19.76%22.97%
Last bear market-6.70%-11.27%

Annual total return (%) history

Year
QDVCXCategory
2024
N/AN/A
2023
-0.94%11.63%
2022
-3.52%-5.90%
2021
23.26%26.22%
2020
-3.48%2.91%
2019
21.92%25.04%
2018
-6.32%-8.53%
2017
12.93%15.94%
2016
12.34%14.81%
2015
-4.55%-4.05%
2014
12.81%10.21%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.15%-1.39%N/AN/A
2023-2.46%-1.93%-4.13%8.01%
20221.48%-6.70%-11.93%15.71%
202111.03%6.30%-2.42%7.03%
2020-26.00%10.11%2.54%15.53%
201911.76%0.62%2.78%5.48%
2018-6.16%3.55%4.53%-7.78%
20173.05%1.32%3.51%4.49%
20164.49%2.56%1.45%3.33%
2015-1.40%-2.30%-5.94%5.34%
20142.23%7.49%-1.08%3.77%

Rank in category (by total return)

YTD82
1-month46
3-month47
1-year92
3-year97
5-year98

Load adjusted returns

1-year7.39%
3-year1.47%
5-year5.23%
10-year5.39%