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Aspiriant Risk-Managed Equity Allc Adv (RMEAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.02+0.03 (+0.19%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.48%
5-year average return7.12%
Number of years up7
Number of years down3
Best 1-yr total return (17 Jun 2024)21.78%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return21.78%
Worst 3-yr total return1.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRMEAXCategory
YTD8.21%12.08%
1-month2.75%0.64%
3-month2.75%6.49%
1-year18.92%38.01%
3-year4.46%12.74%
5-year7.41%12.82%
10-year6.06%9.05%
Last bull market16.97%18.82%
Last bear market-9.20%-20.53%

Annual total return (%) history

Year
RMEAXCategory
2024
N/AN/A
2023
16.17%N/A
2022
-13.66%N/A
2021
14.78%N/A
2020
3.97%12.96%
2019
16.84%25.26%
2018
-3.52%-10.06%
2017
21.78%22.28%
2016
4.51%6.93%
2015
-0.25%-0.92%
2014
1.64%3.67%
2013
N/A24.08%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.59%N/AN/AN/A
20234.49%5.17%-1.73%7.58%
2022-6.43%-9.20%-7.34%9.67%
20213.46%5.57%-0.92%6.07%
2020-17.08%9.59%5.02%8.94%
20198.22%1.90%0.37%5.56%
2018-0.45%-0.61%5.58%-7.65%
20176.91%4.61%3.13%5.58%
20161.19%2.36%2.30%-1.36%
20152.70%0.87%-6.76%3.28%
20142.00%4.29%-2.05%-2.45%
20134.68%4.60%N/AN/A

Rank in category (by total return)

YTD48
1-month88
3-month75
1-year63
3-year53
5-year90

Load adjusted returns

1-year18.92%
3-year4.46%
5-year7.41%
10-year6.06%