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Ultimus Managers Trust - Karner Blue Biodiversity Impact Fund (KAIBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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10.830.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-2.38%
5-Year Average Return0.00%
Number of Years Up3
Number of Years Down1
Best 1 Yr Total Return (Jan 23, 2024)18.53%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return18.53%
Worst 3-Yr Total Return4.51%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnKAIBXCategory
YTD16.63%12.08%
1-Month8.56%0.64%
3-Month8.01%6.49%
1-Year16.63%38.01%
3-Year4.51%12.74%
5-Year0.00%12.82%
10-Year0.00%9.05%
Last Bull Market33.13%18.82%
Last Bear Market-17.92%-20.53%

Annual Total Return (%) History

Year
KAIBXCategory
2023
16.63%N/A
2022
-15.00%N/A
2021
15.14%N/A
2020
18.53%12.96%
2019
N/A25.26%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20239.27%4.95%-5.84%8.01%
2022-3.50%-17.92%-2.69%10.29%
20214.90%5.95%-4.05%7.97%
2020-19.09%19.59%7.76%13.69%
20199.21%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month2
3-Month90
1-Year64
3-Year69
5-YearN/A

Load Adjusted Returns

1-Year16.63%
3-Year4.51%
5-YearN/A
10-YearN/A