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Motley Fool Small-Mid Cap Growth Inv (TMFGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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28.40-0.41 (-1.44%)
As of 09:01PM EDT. Market open.

Performance overview

Morningstar return rating★★
Year-to-date return11.36%
5-year average return8.85%
Number of years up8
Number of years down2
Best 1-yr total return (3 Feb 2019)37.70%
Worst 1-yr total return (3 Feb 2019)-11.34%
Best 3-yr total return37.70%
Worst 3-yr total return4.16%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTMFGXCategory
YTD2.44%10.80%
1-month-10.56%4.43%
3-month-8.47%7.00%
1-year8.25%48.17%
3-year16.30%21.26%
5-year13.55%20.18%
10-year14.11%14.07%
Last bull market25.74%27.14%
Last bear market-17.35%-21.26%

Annual total return (%) history

Year
TMFGXCategory
2021
N/AN/A
2020
32.57%39.26%
2019
30.13%32.52%
2018
-11.34%-6.65%
2017
29.19%23.91%
2016
7.28%6.03%
2015
-2.89%-0.95%
2014
8.49%7.00%
2013
37.70%34.93%
2012
17.15%14.07%
2011
0.91%-3.96%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2021-2.15%N/AN/AN/A
2020-15.77%30.40%3.26%16.88%
201915.08%5.23%-2.87%10.63%
20183.49%0.16%6.93%-20.01%
20172.51%6.86%5.55%11.73%
2016-0.32%-1.30%3.95%4.90%
20154.81%-1.50%-9.87%4.37%
20140.34%2.31%-2.09%7.94%
20139.91%5.66%8.86%8.92%
201213.20%-5.23%6.19%2.84%
20118.61%-0.33%-17.07%12.42%

Rank in category (by total return)

YTD89
1-month92
3-month88
1-year92
3-year89
5-year81

Load adjusted returns

1-year8.34%
3-year17.15%
5-year15.40%
10-year14.14%