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Cromwell Long Short Investor (MFADX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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22.08+0.05 (+0.23%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.27%
5-Year Average Return7.73%
Number of Years Up6
Number of Years Down5
Best 1 Yr Total Return (Jun 13, 2024)20.83%
Worst 1 Yr Total Return (Jun 13, 2024)N/A
Best 3-Yr Total Return20.83%
Worst 3-Yr Total Return-8.26%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnMFADXCategory
YTD2.08%9.18%
1-Month-1.61%-0.20%
3-Month1.57%3.85%
1-Year6.61%22.90%
3-Year1.24%7.45%
5-Year8.11%7.00%
10-Year2.59%4.81%
Last Bull Market9.70%11.80%
Last Bear Market-11.32%-12.04%

Annual Total Return (%) History

Year
MFADXCategory
2024
N/AN/A
2023
-0.34%N/A
2022
2.81%N/A
2021
8.32%N/A
2020
19.88%7.89%
2019
11.87%11.90%
2018
-13.41%-6.29%
2017
20.83%11.18%
2016
-3.58%2.34%
2015
-8.48%-2.02%
2014
-12.51%2.92%
2013
16.62%14.62%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.70%N/AN/AN/A
20230.36%-1.76%-0.23%1.31%
20225.46%-11.32%-0.94%10.97%
20214.91%0.62%-3.56%6.40%
2020-16.88%20.16%10.04%9.07%
20196.43%0.94%-1.68%5.90%
20181.28%-5.21%0.36%-10.12%
20174.91%1.67%6.84%6.03%
2016-5.07%-1.78%3.05%0.35%
2015-0.25%-1.80%-6.82%0.27%
2014-1.84%-1.82%-5.79%-3.64%
20135.11%2.16%5.70%2.74%

Rank In Category (By Total Return)

YTD88
1-Month98
3-Month72
1-Year89
3-Year68
5-Year45

Load Adjusted Returns

1-Year6.61%
3-Year1.24%
5-Year8.11%
10-Year2.59%