Canada markets open in 5 hours 10 minutes

North Square Oak Ridge Small Cap Growth Fund Class C (ORICX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Add to watchlist
3.0611+0.0433 (+1.43%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return10.13%
5-Year Average Return4.87%
Number of Years Up16
Number of Years Down6
Best 1 Yr Total Return (Feb 3, 2019)37.99%
Worst 1 Yr Total Return (Feb 3, 2019)-30.41%
Best 3-Yr Total Return37.99%
Worst 3-Yr Total Return-6.93%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnORICXCategory
YTD-1.83%12.40%
1-Month4.73%3.37%
3-Month31.37%4.88%
1-Year0.50%55.69%
3-Year6.96%19.34%
5-Year2.91%20.72%
10-Year9.83%13.98%
Last Bull Market19.47%27.85%
Last Bear Market-21.76%-24.06%

Annual Total Return (%) History

Year
ORICXCategory
2020
N/A38.62%
2019
21.63%27.68%
2018
-7.29%-5.76%
2017
18.02%21.50%
2016
1.33%11.20%
2015
-5.36%-2.41%
2014
3.16%2.44%
2013
37.99%40.91%
2012
9.75%13.15%
2011
0.14%-3.55%
2010
27.71%26.98%
2009
25.00%35.46%
2008
-30.41%-41.55%
2007
9.49%7.59%
2006
5.80%10.81%
2005
5.53%6.02%
2004
21.56%12.41%
2003
35.87%45.54%
2002
-19.98%-27.88%
2001
-2.80%-8.91%
2000
9.01%-3.85%
1999
16.17%64.77%
1998
-1.95%5.23%
1997
N/A17.41%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2020-25.27%31.37%8.76%N/A
201915.19%3.14%-7.07%10.16%
20184.15%6.54%8.41%-22.93%
20174.45%2.21%3.51%6.80%
2016-4.75%2.84%6.16%-2.56%
20156.91%1.53%-13.90%1.28%
2014-1.76%2.78%-4.06%6.49%
201310.70%3.07%14.26%5.84%
20126.02%-2.01%4.63%0.97%
20119.19%0.33%-18.69%12.42%
20107.46%-8.81%11.26%17.14%
2009-10.52%20.20%12.18%3.60%
2008-9.53%5.52%-6.03%-22.43%
20071.14%9.13%-0.31%-0.49%
20069.78%-6.62%-1.06%4.31%
2005-4.52%4.98%6.93%-1.53%
20043.30%3.99%-0.92%14.21%
2003-1.57%19.13%5.29%10.05%
2002-0.24%-6.12%-15.07%0.60%
2001-9.90%14.50%-16.43%12.75%
200021.21%-3.85%3.97%-10.03%
1999-10.41%8.59%-3.02%23.12%
199812.13%-5.07%-25.04%22.87%
199717.70%16.83%-5.51%N/A

Rank In Category (By Total Return)

YTD54
1-Month24
3-Month52
1-Year62
3-Year65
5-Year93

Load Adjusted Returns

1-Year-0.06%
3-Year6.96%
5-Year2.91%
10-Year9.83%