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Aspiration Redwood (REDWX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.33-0.01 (-0.05%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.37%
5-year average return12.54%
Number of years up6
Number of years down2
Best 1-yr total return (17 Jun 2024)37.30%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return37.30%
Worst 3-yr total return5.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnREDWXCategory
YTD7.46%5.31%
1-month5.88%-4.19%
3-month2.04%3.90%
1-year23.65%20.31%
3-year5.62%6.48%
5-year13.23%11.78%
10-year0.00%10.96%
Last bull market26.45%25.56%
Last bear market-15.25%-15.11%

Annual total return (%) history

Year
REDWXCategory
2024
N/AN/A
2023
23.24%22.32%
2022
-20.30%-16.96%
2021
26.96%26.07%
2020
15.89%15.83%
2019
37.30%28.78%
2018
-8.42%-6.27%
2017
22.50%20.44%
2016
17.10%10.37%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.94%N/AN/AN/A
20235.93%7.46%-4.18%12.98%
2022-8.09%-15.25%-4.61%7.26%
20217.15%6.92%-1.43%12.42%
2020-29.73%29.65%7.76%18.05%
201917.13%5.07%-0.47%12.10%
20182.32%2.42%4.05%-16.01%
20179.36%3.00%6.57%2.05%
2016-3.23%5.60%10.31%3.88%

Rank in category (by total return)

YTD79
1-month5
3-month79
1-year72
3-year83
5-year73

Load adjusted returns

1-year23.65%
3-year5.62%
5-year13.23%
10-yearN/A