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Altegris/AACA Opportunistic Real Estt A (RAAAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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12.57+0.16 (+1.29%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.63%
5-year average return0.70%
Number of years up6
Number of years down3
Best 1-yr total return (2 May 2024)46.08%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return46.08%
Worst 3-yr total return-10.29%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAAAXCategory
YTD-3.40%20.43%
1-month-7.42%2.69%
3-month-1.37%11.34%
1-year2.00%36.79%
3-year-13.03%10.81%
5-year0.49%7.03%
10-year5.66%9.08%
Last bull market26.07%31.03%
Last bear market-19.04%-16.60%

Annual total return (%) history

Year
RAAAXCategory
2024
N/AN/A
2023
11.16%N/A
2022
-40.19%N/A
2021
8.58%N/A
2020
28.16%-4.49%
2019
46.08%27.28%
2018
-18.40%-5.97%
2017
23.60%6.22%
2016
12.74%6.89%
2015
-0.60%2.41%
2014
N/A28.03%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.35%N/AN/AN/A
20236.33%-0.99%-7.60%14.27%
2022-12.45%-19.04%-12.93%-3.08%
20212.19%8.04%-6.26%4.91%
2020-13.07%17.64%8.83%15.15%
201922.55%5.20%8.78%4.16%
2018-5.68%8.01%-5.51%-15.22%
20178.69%1.63%2.72%8.94%
20160.61%10.49%0.48%0.93%
20154.64%-4.77%-3.87%3.77%
20148.91%-1.03%10.45%N/A

Rank in category (by total return)

YTD7
1-month51
3-month15
1-year22
3-year99
5-year82

Load adjusted returns

1-year-3.86%
3-year-14.73%
5-year-0.69%
10-year5.04%