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Adaptive Tactical Economic Fund Class A Shares (CAVMX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.82+0.04 (+0.37%)
As of 09:00PM EDT. Market open.

Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return3.45%
5-Year Average Return0.00%
Number of Years Up1
Number of Years Down1
Best 1 Yr Total Return (Feb 3, 2019)16.87%
Worst 1 Yr Total Return (Feb 3, 2019)-0.67%
Best 3-Yr Total Return16.87%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCAVMXCategory
YTD21.03%9.69%
1-Month7.98%0.97%
3-Month5.87%5.21%
1-Year30.83%27.45%
3-Year11.15%8.85%
5-Year0.00%8.56%
10-Year0.00%5.61%
Last Bull Market0.00%10.63%
Last Bear Market0.00%-12.05%

Annual Total Return (%) History

Year
CAVMXCategory
2021
N/AN/A
2020
-0.67%9.83%
2019
16.87%14.61%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20215.15%N/AN/AN/A
2020-20.78%9.54%2.69%11.47%
20196.90%2.39%1.05%5.67%

Rank In Category (By Total Return)

YTD25
1-Month19
3-Month28
1-Year40
3-Year55
5-Year34

Load Adjusted Returns

1-Year22.40%
3-Year6.23%
5-Year8.35%
10-YearN/A