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Rondure Overseas Investor (ROSOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.320.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-3.02%
5-year average return1.43%
Number of years up4
Number of years down2
Best 1-yr total return (23 Jan 2024)15.63%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return15.63%
Worst 3-yr total return-5.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnROSOXCategory
YTD1.80%7.01%
1-month4.96%0.44%
3-month6.93%6.77%
1-year1.80%34.50%
3-year-5.16%13.81%
5-year2.64%13.83%
10-year0.00%8.22%
Last bull market27.93%17.48%
Last bear market-14.55%-22.43%

Annual total return (%) history

Year
ROSOXCategory
2023
1.80%N/A
2022
-25.18%N/A
2021
12.00%N/A
2020
15.63%25.48%
2019
15.50%27.83%
2018
-9.63%-14.08%
2017
N/A30.87%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.46%-4.19%-5.77%6.93%
2022-13.53%-14.55%-7.68%9.68%
2021-0.88%8.77%-0.75%4.67%
2020-17.67%16.20%9.95%9.93%
20197.50%3.17%0.18%3.96%
2018-0.70%0.18%0.09%-9.24%
20176.25%4.83%N/AN/A

Rank in category (by total return)

YTD100
1-month65
3-month99
1-year100
3-year81
5-year100

Load adjusted returns

1-year1.80%
3-year-5.16%
5-year2.64%
10-yearN/A