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EquityCompass Quality Dividend A (QDVAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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11.62-0.07 (-0.60%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.30%
5-Year Average Return5.85%
Number of Years Up5
Number of Years Down5
Best 1 Yr Total Return (Jun 27, 2024)24.21%
Worst 1 Yr Total Return (Jun 27, 2024)N/A
Best 3-Yr Total Return24.21%
Worst 3-Yr Total Return4.10%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnQDVAXCategory
YTD5.55%4.44%
1-Month4.53%-4.04%
3-Month5.08%4.09%
1-Year15.65%14.37%
3-Year2.43%6.04%
5-Year7.15%9.20%
10-Year6.48%8.57%
Last Bull Market20.24%22.97%
Last Bear Market-6.51%-11.27%

Annual Total Return (%) History

Year
QDVAXCategory
2024
N/AN/A
2023
-0.23%11.63%
2022
-2.85%-5.90%
2021
24.21%26.22%
2020
-2.77%2.91%
2019
22.93%25.04%
2018
-5.63%-8.53%
2017
13.76%15.94%
2016
13.17%14.81%
2015
-3.84%-4.05%
2014
13.67%10.21%
2013
N/A31.21%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.45%N/AN/AN/A
2023-2.29%-1.68%-3.98%8.16%
20221.64%-6.51%-11.75%15.86%
202111.22%6.55%-2.23%7.21%
2020-25.87%10.27%2.76%15.76%
201912.02%0.81%2.99%5.69%
2018-5.93%3.68%4.75%-7.63%
20173.26%1.51%3.73%4.62%
20164.69%2.69%1.68%3.53%
2015-1.24%-2.10%-5.79%5.57%
20142.40%7.71%-0.90%3.99%
20135.60%N/AN/AN/A

Rank In Category (By Total Return)

YTD80
1-Month7
3-Month26
1-Year90
3-Year95
5-Year96

Load Adjusted Returns

1-Year9.00%
3-Year0.43%
5-Year5.89%
10-Year5.85%