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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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11.740.00 (0.00%)
As of 09:00PM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.34%
5-Year Average Return9.97%
Number of Years Up6
Number of Years Down1
Best 1 Yr Total Return (Jan 23, 2024)34.58%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return34.58%
Worst 3-Yr Total Return-1.67%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnODGIXCategory
YTD18.02%12.40%
1-Month9.07%3.37%
3-Month12.00%4.88%
1-Year18.02%55.69%
3-Year-1.67%19.34%
5-Year11.11%20.72%
10-Year0.00%13.98%
Last Bull Market36.60%27.85%
Last Bear Market-23.43%-24.06%

Annual Total Return (%) History

Year
ODGIXCategory
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/A11.20%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20238.63%8.17%-10.33%12.00%
2022-14.86%-23.43%3.90%-5.22%
20210.29%12.06%0.68%10.90%
2020-12.73%25.26%12.20%9.72%
201916.64%3.48%0.12%9.50%
20182.30%6.58%9.56%-15.46%
20178.63%3.97%2.09%8.56%
2016-1.97%N/AN/AN/A

Rank In Category (By Total Return)

YTD45
1-Month80
3-Month43
1-Year45
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year18.02%
3-Year-1.67%
5-Year11.11%
10-YearN/A