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Spyglass Growth Institutional (SPYGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.93-0.04 (-0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.96%
5-year average return6.42%
Number of years up4
Number of years down2
Best 1-yr total return (30 Jun 2024)61.82%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return61.82%
Worst 3-yr total return-8.69%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSPYGXCategory
YTD3.03%10.80%
1-month-0.86%4.43%
3-month-3.73%7.00%
1-year36.93%48.17%
3-year-9.12%21.26%
5-year7.61%20.18%
10-year0.00%14.07%
Last bull market47.60%27.14%
Last bear market-33.27%-21.26%

Annual total return (%) history

Year
SPYGXCategory
2024
N/AN/A
2023
54.03%N/A
2022
-47.17%N/A
2021
-6.42%N/A
2020
61.82%39.26%
2019
36.03%32.52%
2018
10.36%-6.65%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.17%N/AN/AN/A
202312.39%12.16%-1.43%23.96%
2022-13.09%-33.27%-8.10%-0.89%
20210.45%10.77%-7.41%-9.16%
2020-17.89%40.62%11.12%26.11%
201925.95%-0.45%-1.52%10.16%
20182.10%13.32%12.36%-15.11%

Rank in category (by total return)

YTD66
1-month97
3-month81
1-year6
3-year94
5-year82

Load adjusted returns

1-year36.93%
3-year-9.12%
5-year7.61%
10-yearN/A