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Water Island Credit Opportunities I (ACFIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.65-0.01 (-0.10%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.00%
5-year average return3.62%
Number of years up9
Number of years down2
Best 1-yr total return (23 Apr 2024)7.39%
Worst 1-yr total return (23 Apr 2024)N/A
Best 3-yr total return7.39%
Worst 3-yr total return1.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnACFIXCategory
YTD0.80%1.90%
1-month-0.04%0.35%
3-month0.80%1.41%
1-year5.66%7.92%
3-year2.44%3.65%
5-year3.66%3.77%
10-year2.79%2.82%
Last bull market4.33%6.13%
Last bear market-4.61%-3.74%

Annual total return (%) history

Year
ACFIXCategory
2024
N/AN/A
2023
7.39%N/A
2022
-2.72%N/A
2021
3.23%N/A
2020
6.71%3.44%
2019
5.67%6.69%
2018
1.83%-1.17%
2017
1.43%4.06%
2016
5.00%5.28%
2015
-0.98%-1.41%
2014
0.87%1.24%
2013
5.84%0.29%
2012
N/A7.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.80%N/AN/AN/A
20232.45%1.49%1.08%2.19%
2022-0.78%-4.61%1.76%1.01%
20211.14%0.89%0.30%0.87%
2020-5.52%7.81%2.29%2.42%
20192.38%1.14%0.77%1.26%
20181.53%0.63%0.50%-0.83%
2017-0.66%1.50%0.27%0.32%
20161.36%0.89%1.99%0.67%
20150.80%-0.05%-1.45%-0.27%
20140.82%1.05%0.09%-1.09%
20130.84%0.63%2.60%1.66%
20120.14%N/AN/AN/A

Rank in category (by total return)

YTD76
1-month96
3-month76
1-year65
3-year25
5-year19

Load adjusted returns

1-year5.66%
3-year2.44%
5-year3.66%
10-year2.79%