Canada markets closed

City National Rochdale US Cor Eq N (CNRWX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
25.27+0.34 (+1.36%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.90%
5-Year Average Return11.43%
Number of Years Up9
Number of Years Down2
Best 1 Yr Total Return (May 1, 2024)34.53%
Worst 1 Yr Total Return (May 1, 2024)N/A
Best 3-Yr Total Return34.53%
Worst 3-Yr Total Return5.53%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCNRWXCategory
YTD7.84%12.38%
1-Month2.05%5.09%
3-Month7.84%10.28%
1-Year24.77%41.70%
3-Year9.48%22.56%
5-Year12.93%21.98%
10-Year11.75%15.99%
Last Bull Market36.95%25.99%
Last Bear Market-15.76%-17.29%

Annual Total Return (%) History

Year
CNRWXCategory
2024
N/AN/A
2023
22.84%N/A
2022
-20.32%N/A
2021
29.10%N/A
2020
14.26%35.86%
2019
34.53%31.90%
2018
-3.22%-2.09%
2017
24.97%27.67%
2016
5.62%3.23%
2015
2.61%3.60%
2014
10.67%10.00%
2013
34.51%33.92%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.84%N/AN/AN/A
20236.17%7.12%-3.24%11.63%
2022-8.61%-15.76%-4.98%8.91%
20213.84%9.54%2.02%11.25%
2020-18.75%16.11%10.86%9.26%
201914.05%7.17%3.09%6.76%
20180.60%2.59%6.00%-11.53%
20176.40%4.73%4.74%7.07%
2016-0.75%0.33%4.21%1.79%
20152.51%1.97%-6.23%4.69%
20140.04%5.40%1.54%3.37%
20139.12%2.35%8.53%10.97%

Rank In Category (By Total Return)

YTD92
1-Month51
3-Month92
1-Year93
3-Year46
5-Year79

Load Adjusted Returns

1-Year24.77%
3-Year9.48%
5-Year12.93%
10-Year11.75%