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AXS FTSE Vntr Cptl RetTrckr I (LDVIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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23.30+0.18 (+0.78%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return17.32%
5-Year Average Return11.42%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jul 2, 2024)65.85%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return65.85%
Worst 3-Yr Total Return-6.36%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnLDVIXCategory
YTD14.15%12.38%
1-Month11.84%5.09%
3-Month2.12%10.28%
1-Year36.65%41.70%
3-Year-7.53%22.56%
5-Year11.72%21.98%
10-Year0.00%15.99%
Last Bull Market41.94%25.99%
Last Bear Market-36.91%-17.29%

Annual Total Return (%) History

Year
LDVIXCategory
2024
N/AN/A
2023
54.67%N/A
2022
-55.75%N/A
2021
19.99%N/A
2020
65.85%35.86%
2019
49.86%31.90%
2018
5.51%-2.09%
2017
51.49%27.67%
2016
-1.64%3.23%
2015
16.44%3.60%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202411.78%2.12%N/AN/A
202311.37%16.01%-3.44%23.97%
2022-29.10%-36.91%-7.08%6.44%
20214.12%13.84%-0.86%2.11%
2020-12.44%42.87%16.65%13.64%
201928.03%4.56%-4.42%17.12%
201811.20%12.04%10.14%-23.11%
201715.95%8.74%10.04%9.19%
2016-4.26%-9.45%17.81%-3.69%
20152.65%3.31%-6.12%16.95%

Rank In Category (By Total Return)

YTD73
1-Month1
3-Month79
1-Year16
3-Year98
5-Year84

Load Adjusted Returns

1-Year36.65%
3-Year-7.53%
5-Year11.72%
10-YearN/A