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North Square Investments Trust - North Square Advisory Research Small Cap Growth Fund (ODGIX)
Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.74
0.00
(0.00%)
As of 09:00PM EDT. Market open.
Summary
Chart
Conversations
Historical Data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance Overview
Morningstar Return Rating
N/A1
Year-to-Date Return
0.34%
5-Year Average Return
9.97%
Number of Years Up
6
Number of Years Down
1
Best 1 Yr Total Return (Jan 23, 2024)
34.58%
Worst 1 Yr Total Return (Jan 23, 2024)
N/A
Best 3-Yr Total Return
34.58%
Worst 3-Yr Total Return
-1.67%
Trailing Returns (%) Vs. Benchmarks
Time periods greater than 1 year are annualized.
Return
ODGIX
Category
YTD
18.02%
12.40%
1-Month
9.07%
3.37%
3-Month
12.00%
4.88%
1-Year
18.02%
55.69%
3-Year
-1.67%
19.34%
5-Year
11.11%
20.72%
10-Year
0.00%
13.98%
Last Bull Market
36.60%
27.85%
Last Bear Market
-23.43%
-24.06%
Annual Total Return (%) History
Year
ODGIX
Category
2023
18.02%
N/A
2022
-35.80%
N/A
2021
25.48%
N/A
2020
34.58%
38.62%
2019
32.33%
27.68%
2018
0.99%
-5.76%
2017
25.18%
21.50%
2016
N/A
11.20%
Past Quarterly Returns (%)
Year
Q1
Q2
Q3
Q4
2023
8.63%
8.17%
-10.33%
12.00%
2022
-14.86%
-23.43%
3.90%
-5.22%
2021
0.29%
12.06%
0.68%
10.90%
2020
-12.73%
25.26%
12.20%
9.72%
2019
16.64%
3.48%
0.12%
9.50%
2018
2.30%
6.58%
9.56%
-15.46%
2017
8.63%
3.97%
2.09%
8.56%
2016
-1.97%
N/A
N/A
N/A
Rank In Category (By Total Return)
YTD
45
1-Month
80
3-Month
43
1-Year
45
3-Year
N/A
5-Year
N/A
Load Adjusted Returns
1-Year
18.02%
3-Year
-1.67%
5-Year
11.11%
10-Year
N/A
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