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Blue Current Global Dividend Fund (BCGDX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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15.68+0.14 (+0.90%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return14.35%
5-Year Average Return9.67%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (Jul 2, 2024)26.17%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return26.17%
Worst 3-Yr Total Return4.43%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBCGDXCategory
YTD12.38%14.38%
1-Month-0.25%-1.21%
3-Month2.44%5.03%
1-Year17.63%39.50%
3-Year7.26%9.11%
5-Year9.64%10.10%
10-Year0.00%7.90%
Last Bull Market22.74%15.53%
Last Bear Market-10.45%-17.52%

Annual Total Return (%) History

Year
BCGDXCategory
2024
N/AN/A
2023
14.45%N/A
2022
-8.65%N/A
2021
18.82%N/A
2020
7.06%2.50%
2019
26.17%20.73%
2018
-12.15%-10.41%
2017
18.97%18.90%
2016
8.96%9.24%
2015
-2.28%-3.06%
2014
N/A3.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.70%2.44%N/AN/A
20235.10%4.04%-4.27%9.34%
2022-2.30%-10.45%-7.62%13.02%
20216.07%6.67%-1.67%6.80%
2020-24.61%16.99%6.09%14.42%
201913.37%4.99%0.41%5.57%
2018-4.23%0.86%3.24%-11.91%
20176.60%4.48%3.33%3.38%
20163.07%1.79%2.58%1.24%
20151.05%0.09%-7.39%4.33%
20141.84%N/AN/AN/A

Rank In Category (By Total Return)

YTD4
1-Month21
3-Month7
1-Year10
3-Year17
5-Year25

Load Adjusted Returns

1-Year17.63%
3-Year7.26%
5-Year9.64%
10-YearN/A