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Sprott Gold Equity Investor (SGDLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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49.810.00 (0.00%)
At close: 08:06AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.62%
5-year average return10.60%
Number of years up14
Number of years down11
Best 1-yr total return (15 May 2024)86.60%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return86.60%
Worst 3-yr total return-27.68%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSGDLXCategory
YTD9.88%-4.69%
1-month2.44%-11.76%
3-month18.15%6.45%
1-year-0.36%11.83%
3-year-1.91%16.23%
5-year8.99%5.29%
10-year1.79%-4.43%
Last bull market20.08%-13.05%
Last bear market-26.89%-16.06%

Annual total return (%) history

Year
SGDLXCategory
2024
N/AN/A
2023
1.91%N/A
2022
-13.21%N/A
2021
-11.79%N/A
2020
31.75%34.38%
2019
35.24%38.98%
2018
-16.37%-17.80%
2017
8.91%11.33%
2016
40.42%54.81%
2015
-24.89%-23.25%
2014
-2.67%-10.03%
2013
-48.26%-48.80%
2012
-8.72%-9.20%
2011
-15.85%-20.68%
2010
53.33%41.56%
2009
86.60%52.56%
2008
-34.94%-29.85%
2007
12.42%23.19%
2006
39.24%31.64%
2005
30.03%30.81%
2004
-5.82%-8.21%
2003
53.65%57.15%
2002
83.26%63.93%
2001
21.90%19.57%
2000
-10.70%-16.92%
1999
21.72%6.16%
1998
N/A-10.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.26%N/AN/AN/A
202310.86%-9.36%-12.23%15.56%
202211.83%-26.89%-9.41%17.18%
2021-14.47%6.29%-10.68%8.63%
2020-23.13%59.10%8.37%-0.60%
20195.82%11.43%2.98%11.38%
2018-6.74%-0.23%-12.97%3.29%
201710.01%-2.40%1.82%-0.38%
201631.89%35.40%-0.93%-20.63%
2015-6.15%-0.23%-17.68%-2.55%
201415.84%17.97%-20.00%-10.98%
2013-17.13%-33.34%8.54%-13.72%
2012-0.80%-12.03%19.89%-12.76%
20110.82%-6.30%-8.49%-2.66%
20102.16%11.80%19.15%12.67%
200919.16%7.94%28.05%13.30%
20082.33%-1.64%-30.86%-6.51%
20072.41%-1.03%13.52%-2.30%
200623.58%-0.42%-5.86%20.18%
2005-2.00%0.00%17.65%12.78%
2004-0.96%-17.00%13.73%0.73%
2003-10.58%13.77%24.90%20.92%
200245.91%11.73%-1.51%14.13%
2001-7.72%21.58%0.94%7.64%
2000-11.42%2.21%-4.93%3.75%
19991.62%5.81%21.88%-7.11%
19989.90%-4.46%N/AN/A

Rank in category (by total return)

YTD23
1-month97
3-month42
1-year55
3-year37
5-year53

Load adjusted returns

1-year-0.36%
3-year-1.91%
5-year8.99%
10-year1.79%