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Altegris/AACA Opportunistic Real Estt N (RAANX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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12.30+0.07 (+0.56%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return7.99%
5-Year Average Return0.71%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Jul 20, 2023)46.09%
Worst 1 Yr Total Return (Jul 20, 2023)N/A
Best 3-Yr Total Return46.09%
Worst 3-Yr Total Return-5.92%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRAANXCategory
YTD7.99%20.43%
1-Month5.31%2.69%
3-Month3.19%11.34%
1-Year-11.67%36.79%
3-Year-5.44%10.81%
5-Year0.71%7.03%
10-Year0.00%9.08%
Last Bull Market33.25%31.03%
Last Bear Market-19.02%-16.60%

Annual Total Return (%) History

Year
RAANXCategory
2023
N/AN/A
2022
-40.20%N/A
2021
8.62%N/A
2020
28.18%-4.49%
2019
46.09%27.28%
2018
-18.39%-5.97%
2017
23.69%6.22%
2016
12.66%6.89%
2015
-0.58%2.41%
2014
N/A28.03%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20236.41%-1.07%N/AN/A
2022-12.44%-19.02%-12.98%-3.08%
20212.24%8.03%-6.25%4.90%
2020-13.07%17.67%8.88%15.09%
201922.55%5.20%8.78%4.16%
2018-5.74%8.01%-5.58%-15.11%
20178.70%1.70%2.65%9.00%
20160.61%10.40%0.57%0.85%
20154.66%-4.85%-3.80%3.76%
20148.87%-1.00%10.35%N/A

Rank In Category (By Total Return)

YTD31
1-Month38
3-Month98
1-Year97
3-Year99
5-Year91

Load Adjusted Returns

1-Year-11.22%
3-Year-5.02%
5-Year0.52%
10-YearN/A