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CCA Aggressive Return Instl (RSKIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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10.46-0.01 (-0.10%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return1.63%
5-year average return2.74%
Number of years up5
Number of years down2
Best 1-yr total return (3 Feb 2019)19.65%
Worst 1-yr total return (3 Feb 2019)-14.48%
Best 3-yr total return19.65%
Worst 3-yr total return-1.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRSKIXCategory
YTD-1.11%8.60%
1-month-0.36%0.11%
3-month2.59%4.82%
1-year2.78%25.33%
3-year1.62%8.02%
5-year2.34%8.06%
10-year0.00%6.03%
Last bull market0.00%13.54%
Last bear market0.00%-13.20%

Annual total return (%) history

Year
RSKIXCategory
2020
N/A6.18%
2019
11.00%16.10%
2018
-6.21%-8.26%
2017
19.65%14.79%
2016
8.46%6.04%
2015
-14.48%-4.15%
2014
3.15%1.54%
2013
17.09%10.07%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-14.84%3.74%9.01%N/A
20192.45%3.37%-3.00%8.06%
2018-0.58%-4.30%5.70%-6.75%
20174.18%5.11%4.43%4.63%
20164.62%0.20%3.82%-0.34%
20150.35%-3.29%-7.88%-4.34%
20140.52%1.30%-2.30%3.69%
20133.60%-0.68%5.54%7.82%

Rank in category (by total return)

YTD53
1-month43
3-month4
1-year42
3-year66
5-year53

Load adjusted returns

1-year0.24%
3-year0.42%
5-year4.20%
10-yearN/A