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Navigator Equity Hedged A (NAVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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9.200.00 (0.00%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.55%
5-Year Average Return6.21%
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (May 21, 2024)21.64%
Worst 1 Yr Total Return (May 21, 2024)N/A
Best 3-Yr Total Return21.64%
Worst 3-Yr Total Return-0.13%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnNAVAXCategory
YTD-2.19%9.18%
1-Month-4.28%-0.20%
3-Month0.67%3.85%
1-Year4.32%22.90%
3-Year-3.78%7.45%
5-Year5.06%7.00%
10-Year3.38%4.81%
Last Bull Market10.59%11.80%
Last Bear Market-10.31%-12.04%

Annual Total Return (%) History

Year
NAVAXCategory
2024
N/AN/A
2023
11.54%N/A
2022
-16.72%N/A
2021
12.17%N/A
2020
21.64%7.89%
2019
10.77%11.90%
2018
-10.22%-6.29%
2017
11.76%11.18%
2016
6.01%2.34%
2015
-5.33%-2.02%
2014
1.16%2.92%
2013
11.50%14.62%
2012
1.18%5.15%
2011
-11.71%-2.81%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20242.19%N/AN/AN/A
20234.71%6.00%-4.08%4.77%
2022-6.85%-10.31%-6.93%7.11%
202112.10%1.95%-3.20%1.39%
2020-13.95%15.14%8.24%13.43%
20194.97%0.74%0.36%4.36%
20180.11%-0.25%1.48%-11.40%
20171.11%3.08%4.26%2.85%
2016-1.29%1.30%3.15%2.77%
20152.67%-1.25%-8.11%1.62%
20140.83%1.54%-2.74%1.58%
20134.04%-1.62%5.49%3.26%
20126.02%-4.18%0.67%-1.07%
20110.20%-2.50%-11.79%2.46%

Rank In Category (By Total Return)

YTD98
1-Month86
3-Month84
1-Year87
3-Year91
5-Year64

Load Adjusted Returns

1-Year-1.42%
3-Year-5.58%
5-Year3.88%
10-Year2.80%