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Invenomic Investor (BIVRX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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18.04-0.05 (-0.28%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-6.63%
5-Year Average Return24.92%
Number of Years Up6
Number of Years DownN/A
Best 1 Yr Total Return (May 13, 2024)61.21%
Worst 1 Yr Total Return (May 13, 2024)N/A
Best 3-Yr Total Return61.21%
Worst 3-Yr Total Return8.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnBIVRXCategory
YTD-6.06%9.18%
1-Month0.44%-0.20%
3-Month-3.46%3.85%
1-Year-4.30%22.90%
3-Year24.63%7.45%
5-Year24.76%7.00%
10-Year0.00%4.81%
Last Bull Market-5.59%11.80%
Last Bear Market5.90%-12.04%

Annual Total Return (%) History

Year
BIVRXCategory
2024
N/AN/A
2023
16.22%N/A
2022
49.50%N/A
2021
61.21%N/A
2020
11.16%7.89%
2019
11.35%11.90%
2018
3.45%-6.29%
2017
N/A11.18%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2024-6.47%N/AN/AN/A
202311.39%-2.92%5.31%2.04%
202228.75%5.90%-4.85%15.23%
202132.28%3.32%3.93%13.50%
2020-14.46%6.25%-1.45%24.10%
20195.29%0.00%2.06%3.61%
20182.43%-1.46%0.83%1.65%
20170.89%6.80%N/AN/A

Rank In Category (By Total Return)

YTD99
1-Month9
3-Month100
1-Year98
3-Year3
5-Year1

Load Adjusted Returns

1-Year-4.30%
3-Year24.63%
5-Year24.76%
10-YearN/A