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Barrett Opportunity Retail (SAOPX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.12+0.01 (+0.04%)
At close: 08:01PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.08%
5-Year Average Return12.34%
Number of Years Up36
Number of Years Down8
Best 1 Yr Total Return (Jun 20, 2024)31.81%
Worst 1 Yr Total Return (Jun 20, 2024)N/A
Best 3-Yr Total Return31.81%
Worst 3-Yr Total Return3.24%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnSAOPXCategory
YTD10.55%5.31%
1-Month3.93%-4.19%
3-Month5.92%3.90%
1-Year29.76%20.31%
3-Year11.84%6.48%
5-Year13.38%11.78%
10-Year9.67%10.96%
Last Bull Market18.21%25.56%
Last Bear Market-10.29%-15.11%

Annual Total Return (%) History

Year
SAOPXCategory
2024
N/AN/A
2023
17.72%22.32%
2022
-6.30%-16.96%
2021
31.81%26.07%
2020
1.23%15.83%
2019
19.90%28.78%
2018
-9.33%-6.27%
2017
20.58%20.44%
2016
17.46%10.37%
2015
-2.94%-1.07%
2014
5.99%10.96%
2013
24.83%31.50%
2012
12.77%14.96%
2011
-5.91%-1.27%
2010
14.92%14.01%
2009
16.49%28.17%
2008
-42.11%-37.79%
2007
7.07%6.16%
2006
19.40%14.17%
2005
11.41%5.88%
2004
12.65%10.02%
2003
23.51%27.05%
2002
-16.00%-22.25%
2001
-6.12%-13.50%
2000
22.46%-6.31%
1999
0.87%20.16%
1998
4.86%22.39%
1997
33.00%28.37%
1996
19.57%20.76%
1995
35.13%32.35%
1994
0.81%-0.93%
1993
12.82%N/A
1992
13.87%N/A
1991
30.60%N/A
1990
-15.99%N/A
1989
20.99%N/A
1988
23.29%N/A
1987
4.35%N/A
1986
6.48%N/A
1985
32.90%N/A
1984
10.96%N/A
1983
39.14%N/A
1982
28.91%N/A
1981
0.36%N/A
1980
26.22%N/A
1979
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.48%N/AN/AN/A
20231.82%4.58%1.00%9.46%
2022-0.84%-10.29%-3.31%8.93%
20219.25%5.92%3.11%10.48%
2020-24.44%16.98%0.79%13.63%
20199.98%0.66%0.46%7.82%
2018-2.57%2.26%4.39%-12.82%
20175.16%5.52%5.30%3.21%
2016-0.18%6.16%2.99%7.62%
2015-1.01%-2.81%-3.11%4.12%
20140.17%5.01%-1.87%2.69%
20139.34%-0.91%7.30%7.38%
20125.16%-2.90%5.97%4.22%
20116.29%-4.79%-19.28%15.18%
20105.93%-12.81%11.71%11.37%
2009-13.66%14.32%15.98%1.76%
2008-12.19%1.26%-12.42%-25.66%
20072.50%5.31%0.88%-1.67%
20068.67%-0.72%4.06%6.35%
20050.36%3.54%4.37%2.73%
20040.51%0.79%1.27%9.79%
2003-5.78%13.73%2.75%12.17%
20023.80%-5.24%-15.02%0.49%
2001-5.95%5.19%-11.57%7.31%
20004.33%3.32%10.31%2.99%
1999-5.73%8.18%-8.36%7.93%
19987.82%0.21%-14.72%13.81%
19971.73%16.05%10.65%1.81%
19962.49%2.49%2.32%11.25%
19958.98%8.53%10.96%2.96%
1994-1.70%1.36%1.57%-0.38%
19937.77%0.23%3.61%0.80%
19921.14%2.64%5.58%3.89%
199117.53%-0.21%4.67%6.38%
1990-6.23%0.63%-18.19%8.82%
19899.55%7.62%6.55%-3.69%
198812.66%5.17%2.80%1.23%
198716.24%3.39%7.84%-19.48%
198612.89%0.58%-4.75%-1.55%
198512.10%6.32%-3.02%14.97%
1984-0.36%-3.56%10.01%4.97%
198316.83%11.28%2.71%4.20%
1982-7.82%-1.50%16.41%21.95%
19818.69%3.35%-14.67%4.72%
1980-9.34%19.14%14.78%1.81%
19793.96%7.14%2.55%N/A

Rank In Category (By Total Return)

YTD49
1-Month67
3-Month6
1-Year20
3-Year2
5-Year71

Load Adjusted Returns

1-Year29.76%
3-Year11.84%
5-Year13.38%
10-Year9.67%