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Vontobel US Equity Institutional I (VTUIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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16.90+0.11 (+0.66%)
As of 08:05AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.90%
5-Year Average Return12.97%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (May 30, 2024)32.03%
Worst 1 Yr Total Return (May 30, 2024)N/A
Best 3-Yr Total Return32.03%
Worst 3-Yr Total Return5.81%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnVTUIXCategory
YTD3.41%12.38%
1-Month-3.42%5.09%
3-Month2.02%10.28%
1-Year18.43%41.70%
3-Year6.31%22.56%
5-Year11.71%21.98%
10-Year0.00%15.99%
Last Bull Market17.34%25.99%
Last Bear Market-13.09%-17.29%

Annual Total Return (%) History

Year
VTUIXCategory
2024
N/AN/A
2023
25.66%N/A
2022
-15.42%N/A
2021
19.41%N/A
2020
17.29%35.86%
2019
32.03%31.90%
2018
N/A-2.09%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20247.08%N/AN/AN/A
20236.10%8.81%-0.27%9.14%
2022-5.30%-13.09%-6.21%9.57%
20212.90%8.19%-1.69%9.12%
2020-18.54%18.04%10.16%10.73%
201911.18%7.45%3.17%7.12%
20183.26%6.90%-9.57%N/A

Rank In Category (By Total Return)

YTD84
1-Month4
3-Month82
1-Year93
3-Year36
5-Year70

Load Adjusted Returns

1-Year18.43%
3-Year6.31%
5-Year11.71%
10-YearN/A