UK markets closed

Bernstein Intermediate Duration Instl (SIIDX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.60+0.06 (+0.48%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.92%
5-year average return0.09%
Number of years up16
Number of years down5
Best 1-yr total return (2 May 2024)17.47%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return17.47%
Worst 3-yr total return-3.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSIIDXCategory
YTD-3.19%-1.22%
1-month-2.60%0.67%
3-month-3.01%1.77%
1-year-1.31%0.77%
3-year-3.60%5.26%
5-year-0.17%3.02%
10-year1.40%3.31%
Last bull market8.13%3.52%
Last bear market-5.35%3.25%

Annual total return (%) history

Year
SIIDXCategory
2024
N/AN/A
2023
5.50%N/A
2022
-13.63%N/A
2021
-0.90%N/A
2020
7.86%7.52%
2019
8.64%8.06%
2018
-0.21%-0.50%
2017
3.85%3.71%
2016
4.31%3.23%
2015
0.42%-0.26%
2014
6.60%5.18%
2013
-2.03%-1.42%
2012
5.54%7.01%
2011
6.87%5.86%
2010
9.27%7.72%
2009
17.47%13.97%
2008
-4.51%-4.70%
2007
5.04%4.70%
2006
4.55%4.15%
2005
2.59%1.80%
2004
4.01%3.91%
2003
5.34%5.10%
2002
N/A8.04%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.60%N/AN/AN/A
20232.72%-0.82%-3.23%7.02%
2022-6.24%-5.35%-4.48%1.90%
2021-2.93%1.74%0.20%0.14%
2020-0.12%5.33%1.44%1.07%
20193.11%2.99%2.07%0.23%
2018-1.16%-0.17%-0.07%1.21%
20170.94%1.72%0.75%0.40%
20163.08%2.84%1.01%-2.58%
20151.83%-1.72%0.94%-0.60%
20142.25%2.41%0.23%1.56%
2013-0.05%-2.80%0.61%0.23%
20120.41%2.17%2.25%0.61%
20111.00%2.05%2.92%0.74%
20103.03%2.96%3.76%-0.73%
20091.19%6.56%7.31%1.52%
20080.55%-0.70%-3.60%-0.78%
20071.53%-0.53%2.11%1.86%
2006-0.42%-0.22%3.67%1.49%
2005-0.38%2.68%-0.20%0.49%
20042.28%-2.33%2.76%1.32%
20031.34%2.74%-0.00%1.17%
20023.95%2.23%N/AN/A

Rank in category (by total return)

YTD67
1-month81
3-month59
1-year53
3-year50
5-year50

Load adjusted returns

1-year-1.31%
3-year-3.60%
5-year-0.17%
10-year1.40%