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Spectrum Unconstrained Investor (SUNBX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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18.780.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.43%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (29 Apr 2024)10.84%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return10.84%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSUNBXCategory
YTD-0.88%1.90%
1-month0.10%0.35%
3-month-0.88%1.41%
1-year6.41%7.92%
3-year0.00%3.65%
5-year0.00%3.77%
10-year0.00%2.82%
Last bull market3.85%6.13%
Last bear market-1.88%-3.74%

Annual total return (%) history

Year
SUNBXCategory
2024
N/AN/A
2023
10.84%N/A
2022
-8.55%N/A
2021
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.88%N/AN/AN/A
20233.25%-0.11%-2.08%9.76%
2022-7.22%-1.88%1.63%-1.16%
20211.80%1.36%N/AN/A

Rank in category (by total return)

YTD94
1-month94
3-month94
1-year56
3-yearN/A
5-yearN/A

Load adjusted returns

1-year6.41%
3-yearN/A
5-yearN/A
10-yearN/A