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City National Rochdale US Cor Eq Instl (CNRUX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.57+0.34 (+1.35%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.54%
5-Year Average Return11.98%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (May 2, 2024)35.82%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return35.82%
Worst 3-Yr Total Return5.89%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCNRUXCategory
YTD4.54%12.38%
1-Month-3.24%5.09%
3-Month3.26%10.28%
1-Year19.04%41.70%
3-Year6.44%22.56%
5-Year11.55%21.98%
10-Year11.87%15.99%
Last Bull Market21.82%25.99%
Last Bear Market-15.65%-17.29%

Annual Total Return (%) History

Year
CNRUXCategory
2024
N/AN/A
2023
23.39%N/A
2022
-19.91%N/A
2021
29.10%N/A
2020
14.84%35.86%
2019
35.18%31.90%
2018
-2.76%-2.09%
2017
25.61%27.67%
2016
6.16%3.23%
2015
3.09%3.60%
2014
11.43%10.00%
2013
35.82%33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.04%N/AN/AN/A
20236.32%7.23%-3.12%11.72%
2022-8.49%-15.65%-4.84%9.05%
20213.99%9.63%1.65%11.40%
2020-18.62%16.24%10.99%9.38%
201914.22%7.28%3.24%6.86%
20180.71%2.75%6.12%-11.45%
20176.52%4.88%4.89%7.19%
2016-0.64%0.46%4.37%1.90%
20152.60%2.07%-6.12%4.86%
20140.29%5.56%1.66%3.54%
20139.33%2.59%8.72%11.38%

Rank In Category (By Total Return)

YTD74
1-Month3
3-Month65
1-Year91
3-Year34
5-Year72

Load Adjusted Returns

1-Year19.04%
3-Year6.44%
5-Year11.55%
10-Year11.87%