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Cavanal Hill Funds - Cavanal Hill Active Core Fund (AIBLX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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9.37+0.00 (+0.03%)
As of 09:01PM EDT. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date return5.12%
5-year average return5.87%
Number of years up13
Number of years down3
Best 1-yr total return (3 Feb 2019)24.27%
Worst 1-yr total return (3 Feb 2019)-27.06%
Best 3-yr total return24.27%
Worst 3-yr total return-1.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAIBLXCategory
YTD-2.29%9.69%
1-month-0.21%0.91%
3-month-2.10%5.21%
1-year7.63%27.06%
3-year10.66%11.00%
5-year9.06%10.26%
10-year7.92%8.34%
Last bull market14.26%15.58%
Last bear market-9.26%-12.16%

Annual total return (%) history

Year
AIBLXCategory
2021
11.76%N/A
2020
13.01%11.72%
2019
17.49%19.23%
2018
-4.43%-5.76%
2017
12.36%13.21%
2016
6.38%7.34%
2015
-0.32%-1.93%
2014
8.73%6.21%
2013
14.86%16.48%
2012
9.74%11.72%
2011
3.37%-0.11%
2010
13.49%11.83%
2009
24.27%24.13%
2008
-27.06%-28.00%
2007
6.19%5.99%
2006
11.67%11.29%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.39%4.14%-0.38%4.20%
2020-10.52%11.26%5.04%8.07%
20198.37%3.07%1.19%3.95%
2018-0.77%1.01%2.70%-7.16%
20173.43%1.84%2.51%4.07%
20162.04%1.33%2.35%0.53%
20152.46%-0.84%-4.00%2.19%
20142.32%3.02%-0.29%3.45%
20135.81%0.40%3.04%4.93%
20126.67%-1.58%3.92%0.58%
20114.42%0.65%-8.04%6.95%
20104.39%-4.79%8.31%5.42%
2009-4.40%12.24%11.96%3.45%
2008-5.73%-1.56%-7.86%-14.70%
20071.77%3.31%1.70%-0.69%
20064.44%-1.02%2.92%4.97%

Rank in category (by total return)

YTD13
1-month13
3-month25
1-year46
3-year44
5-year54

Load adjusted returns

1-year10.02%
3-year11.58%
5-year9.04%
10-year8.22%