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Cullen Value Retail (CVLEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.56-0.04 (-0.29%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return6.20%
5-Year Average Return6.76%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jul 4, 2024)30.94%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return30.94%
Worst 3-Yr Total Return4.90%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnCVLEXCategory
YTD5.97%4.44%
1-Month-1.41%-4.04%
3-Month-2.82%4.09%
1-Year8.70%14.37%
3-Year3.60%6.04%
5-Year6.97%9.20%
10-Year7.06%8.57%
Last Bull Market21.32%22.97%
Last Bear Market-10.27%-11.27%

Annual Total Return (%) History

Year
CVLEXCategory
2024
N/AN/A
2023
5.17%11.63%
2022
-5.71%-5.90%
2021
20.13%26.22%
2020
1.90%2.91%
2019
24.10%25.04%
2018
-5.17%-8.53%
2017
17.61%15.94%
2016
13.89%14.81%
2015
-1.62%-4.05%
2014
8.29%10.21%
2013
30.94%31.21%
2012
N/A14.57%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.04%-2.82%N/AN/A
2023-0.76%3.31%-4.64%7.57%
2022-1.76%-10.27%-6.85%14.84%
20218.35%4.76%0.61%5.19%
2020-24.96%15.79%2.51%14.40%
20199.69%3.90%0.52%8.33%
2018-1.25%-0.04%6.42%-9.73%
20174.74%2.66%4.44%4.72%
2016-0.93%6.39%2.33%5.59%
20151.40%0.24%-7.20%4.30%
20143.56%5.47%-2.27%1.45%
20138.75%4.23%5.45%9.55%
2012-0.20%N/AN/AN/A

Rank In Category (By Total Return)

YTD66
1-Month85
3-Month77
1-Year91
3-Year90
5-Year91

Load Adjusted Returns

1-Year8.70%
3-Year3.60%
5-Year6.97%
10-Year7.06%