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13D Activist I (DDDIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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21.67+0.07 (+0.32%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.83%
5-Year Average Return7.04%
Number of Years Up9
Number of Years Down3
Best 1 Yr Total Return (Apr 29, 2024)36.58%
Worst 1 Yr Total Return (Apr 29, 2024)N/A
Best 3-Yr Total Return36.58%
Worst 3-Yr Total Return3.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnDDDIXCategory
YTD4.40%17.04%
1-Month3.74%-0.01%
3-Month4.40%5.47%
1-Year10.25%50.44%
3-Year0.72%13.15%
5-Year8.47%13.75%
10-Year8.04%11.35%
Last Bull Market50.70%25.95%
Last Bear Market-13.21%-22.55%

Annual Total Return (%) History

Year
DDDIXCategory
2024
N/AN/A
2023
10.85%N/A
2022
-17.51%N/A
2021
19.55%N/A
2020
18.93%12.39%
2019
27.15%26.21%
2018
-13.47%-11.15%
2017
23.78%15.93%
2016
19.57%14.14%
2015
-10.92%-4.75%
2014
15.46%7.80%
2013
36.58%34.10%
2012
21.27%16.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.40%N/AN/AN/A
20234.97%-0.33%-8.48%15.76%
2022-1.84%-13.21%-12.11%10.16%
202111.71%6.49%-1.86%2.40%
2020-30.25%29.98%2.56%27.90%
201914.93%1.15%-1.75%11.33%
2018-0.82%4.75%-0.39%-16.39%
20176.06%4.99%0.45%10.67%
20161.45%3.51%7.09%6.33%
20155.34%-2.01%-12.28%-1.62%
20144.87%6.65%-3.66%7.15%
201315.66%1.55%10.10%5.63%
201212.50%-3.82%6.56%5.18%

Rank In Category (By Total Return)

YTD98
1-Month74
3-Month98
1-Year95
3-Year98
5-Year89

Load Adjusted Returns

1-Year10.25%
3-Year0.72%
5-Year8.47%
10-Year8.04%