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Financial Investors Trust - RiverFront Asset Allocation Aggressive (RLTCX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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13.31-0.16 (-1.19%)
At close: 09:00PM EDT

Performance Overview

Morningstar Return Rating★
Year-to-Date Return9.82%
5-Year Average Return3.70%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Feb 3, 2019)21.37%
Worst 1 Yr Total Return (Feb 3, 2019)-16.84%
Best 3-Yr Total Return21.37%
Worst 3-Yr Total Return0.86%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnRLTCXCategory
YTD-4.33%12.08%
1-Month-2.13%0.64%
3-Month-1.85%6.49%
1-Year8.59%38.01%
3-Year10.63%12.74%
5-Year8.75%12.82%
10-Year7.03%9.05%
Last Bull Market18.24%18.82%
Last Bear Market-22.37%-20.53%

Annual Total Return (%) History

Year
RLTCXCategory
2021
17.29%N/A
2020
7.66%12.96%
2019
20.39%25.26%
2018
-16.84%-10.06%
2017
20.20%22.28%
2016
3.60%6.93%
2015
-1.49%-0.92%
2014
0.53%3.67%
2013
21.37%24.08%
2012
14.26%14.39%
2011
-10.38%-7.19%
2010
N/A14.49%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20214.50%6.85%-2.46%7.70%
2020-24.51%18.87%7.40%11.72%
201911.70%1.03%-1.48%8.28%
2018-0.13%-1.43%1.51%-16.78%
20176.13%3.66%4.83%4.22%
2016-2.91%1.10%4.83%0.68%
20156.26%-1.94%-10.74%5.92%
2014-0.20%3.65%-3.46%0.66%
20134.73%-0.56%8.45%7.46%
201210.35%-4.39%5.30%2.85%
20113.96%-1.12%-19.48%8.27%
20108.19%N/AN/AN/A

Rank In Category (By Total Return)

YTD50
1-Month31
3-Month26
1-Year68
3-Year95
5-Year93

Load Adjusted Returns

1-Year29.01%
3-Year6.67%
5-Year8.34%
10-Year6.44%