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Financial Investors Trust - RiverFront Asset Allocation Aggressive (RLTAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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14.37-0.17 (-1.17%)
As of 09:00PM EDT. Market open.

Performance Overview

Morningstar Return Rating★
Year-to-Date Return9.79%
5-Year Average Return4.47%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)22.29%
Worst 1 Yr Total Return (Feb 3, 2019)-16.19%
Best 3-Yr Total Return22.29%
Worst 3-Yr Total Return1.59%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRLTAXCategory
YTD-4.24%12.08%
1-Month-2.02%0.64%
3-Month-1.56%6.49%
1-Year9.47%38.01%
3-Year11.50%12.74%
5-Year9.58%12.82%
10-Year7.84%9.05%
Last Bull Market18.74%18.82%
Last Bear Market-22.11%-20.53%

Annual Total Return (%) History

Year
RLTAXCategory
2021
18.23%N/A
2020
8.40%12.96%
2019
21.22%25.26%
2018
-16.19%-10.06%
2017
21.19%22.28%
2016
4.33%6.93%
2015
-0.84%-0.92%
2014
1.35%3.67%
2013
22.29%24.08%
2012
15.16%14.39%
2011
-9.90%-7.19%
2010
N/A14.49%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.74%7.05%-2.29%7.91%
2020-24.38%19.14%7.57%11.84%
201911.87%1.15%-1.31%8.55%
20180.00%-1.25%1.71%-16.56%
20176.34%3.90%5.01%4.46%
2016-2.70%1.23%5.02%0.85%
20156.39%-1.77%-10.56%6.09%
20140.07%3.80%-3.28%0.89%
20134.99%-0.41%8.64%7.66%
201210.66%-4.22%5.49%3.01%
20114.02%-0.92%-19.32%8.35%
20108.51%N/AN/AN/A

Rank In Category (By Total Return)

YTD43
1-Month30
3-Month22
1-Year63
3-Year92
5-Year88

Load Adjusted Returns

1-Year30.86%
3-Year7.45%
5-Year9.13%
10-Year7.23%