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Innovative Preferred Plus Fund Class I (IPPPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.05-0.09 (-0.77%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.29%
5-Year Average Return0.00%
Number of Years Up2
Number of Years DownN/A
Best 1 Yr Total Return (Feb 3, 2019)19.77%
Worst 1 Yr Total Return (Feb 3, 2019)9.05%
Best 3-Yr Total Return19.77%
Worst 3-Yr Total ReturnN/A

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnIPPPXCategory
YTD-6.56%5.09%
1-Month-2.00%1.29%
3-Month-4.34%3.60%
1-Year2.13%19.60%
3-Year7.08%7.20%
5-Year0.00%5.90%
10-Year0.00%6.54%
Last Bull Market0.00%11.27%
Last Bear Market0.00%-4.58%

Annual Total Return (%) History

Year
IPPPXCategory
2021
N/AN/A
2020
9.05%4.83%
2019
19.77%17.63%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20210.59%4.48%0.90%N/A
2020-19.85%14.08%9.87%8.55%
20197.53%3.32%4.18%3.48%

Rank In Category (By Total Return)

YTD25
1-Month21
3-Month16
1-Year15
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year25.34%
3-YearN/A
5-YearN/A
10-YearN/A