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Cromwell Greenspring Mid Cap Fund (GRSPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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25.61+0.16 (+0.63%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return9.89%
5-Year Average Return10.18%
Number of Years Up31
Number of Years Down9
Best 1 Yr Total Return (May 28, 2024)26.83%
Worst 1 Yr Total Return (May 28, 2024)N/A
Best 3-Yr Total Return26.83%
Worst 3-Yr Total Return2.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnGRSPXCategory
YTD6.82%17.04%
1-Month-4.29%-0.01%
3-Month8.32%5.47%
1-Year17.11%50.44%
3-Year6.44%13.15%
5-Year8.79%13.75%
10-Year6.32%11.35%
Last Bull Market26.80%25.95%
Last Bear Market-10.39%-22.55%

Annual Total Return (%) History

Year
GRSPXCategory
2024
N/AN/A
2023
11.95%N/A
2022
-8.67%N/A
2021
26.83%N/A
2020
3.78%12.39%
2019
20.86%26.21%
2018
-10.15%-11.15%
2017
7.82%15.93%
2016
19.78%14.14%
2015
-5.86%-4.75%
2014
-2.51%7.80%
2013
18.13%34.10%
2012
9.07%16.15%
2011
-0.26%-3.81%
2010
10.63%22.52%
2009
15.83%37.39%
2008
-11.72%-39.18%
2007
5.32%4.85%
2006
12.29%14.03%
2005
6.57%9.25%
2004
8.69%16.30%
2003
31.34%36.28%
2002
-5.99%-16.55%
2001
10.23%-3.12%
2000
15.64%6.36%
1999
2.64%20.92%
1998
-15.98%10.36%
1997
23.95%25.92%
1996
22.65%19.23%
1995
18.74%30.17%
1994
2.88%-1.60%
1993
14.69%14.35%
1992
16.52%12.29%
1991
19.28%33.83%
1990
-6.48%-6.41%
1989
10.55%27.43%
1988
16.08%19.02%
1987
9.19%0.56%
1986
9.90%15.32%
1985
20.03%29.50%
1984
13.11%0.73%
1983
N/A20.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.61%N/AN/AN/A
20232.39%3.43%-3.78%9.86%
2022-2.21%-10.39%-3.16%7.62%
20219.93%6.88%0.32%7.61%
2020-26.16%12.73%6.62%16.94%
201910.77%3.42%1.12%4.33%
2018-1.56%4.09%1.68%-13.75%
20171.17%1.36%1.20%3.90%
20163.65%2.31%5.65%6.92%
2015-0.32%0.57%-7.36%1.37%
20140.83%1.46%-3.74%-1.00%
20136.54%1.66%6.80%2.13%
20125.86%-3.54%4.05%2.66%
20111.90%-0.28%-8.27%7.01%
20103.48%-2.73%4.77%4.90%
2009-5.84%12.21%6.60%2.85%
2008-2.76%2.79%-3.11%-8.85%
20070.64%6.15%0.29%-1.70%
20067.32%-0.91%0.60%4.96%
2005-0.76%0.58%6.29%0.45%
20041.45%1.23%0.14%5.68%
20032.29%11.02%2.56%12.76%
20027.50%-7.18%-13.46%8.88%
20016.77%2.76%-7.92%9.11%
2000-0.91%6.16%6.62%3.11%
1999-5.71%10.74%-4.85%3.32%
19984.54%-5.30%-19.55%5.50%
19973.13%8.94%8.60%1.58%
19965.91%1.51%4.78%8.87%
19955.45%6.87%3.39%1.91%
19942.15%0.07%1.93%-1.26%
19938.13%1.07%4.45%0.48%
19923.25%1.20%5.85%5.34%
19919.98%3.61%1.47%3.15%
19903.74%-1.05%-6.76%-2.29%
19893.62%4.10%2.97%-0.48%
19885.63%7.01%2.01%0.67%
19879.58%3.82%3.46%-7.23%
19860.35%3.69%2.37%3.18%
19858.76%1.75%2.98%5.32%
19843.91%-2.06%8.17%2.76%
198314.26%N/AN/AN/A

Rank In Category (By Total Return)

YTD7
1-Month13
3-Month5
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year17.11%
3-Year6.44%
5-Year8.79%
10-Year6.32%