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Altegris/AACA Opportunistic Real Estt I (RAAIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.77+0.16 (+1.27%)
At close: 08:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-0.55%
5-Year Average Return0.93%
Number of Years Up6
Number of Years Down3
Best 1 Yr Total Return (May 2, 2024)46.42%
Worst 1 Yr Total Return (May 2, 2024)N/A
Best 3-Yr Total Return46.42%
Worst 3-Yr Total Return-10.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRAAIXCategory
YTD-3.27%20.43%
1-Month-7.38%2.69%
3-Month-1.27%11.34%
1-Year2.31%36.79%
3-Year-12.79%10.81%
5-Year0.75%7.03%
10-Year5.93%9.08%
Last Bull Market26.27%31.03%
Last Bear Market-19.01%-16.60%

Annual Total Return (%) History

Year
RAAIXCategory
2024
N/AN/A
2023
11.46%N/A
2022
-40.06%N/A
2021
8.86%N/A
2020
28.45%-4.49%
2019
46.42%27.28%
2018
-18.16%-5.97%
2017
24.01%6.22%
2016
12.88%6.89%
2015
-0.31%2.41%
2014
N/A28.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.44%N/AN/AN/A
20236.42%-0.98%-7.50%14.34%
2022-12.38%-19.01%-12.87%-3.05%
20212.23%8.17%-6.25%5.01%
2020-13.05%17.70%8.95%15.19%
201922.57%5.24%8.88%4.25%
2018-5.67%8.05%-5.50%-15.04%
20178.76%1.77%2.78%9.01%
20160.61%10.56%0.54%0.93%
20154.73%-4.70%-3.87%3.91%
20148.92%-0.96%10.43%N/A

Rank In Category (By Total Return)

YTD7
1-Month51
3-Month14
1-Year21
3-Year99
5-Year79

Load Adjusted Returns

1-Year2.31%
3-Year-12.79%
5-Year0.75%
10-Year5.93%