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AMIDEX35 Israel Mutual Fund (AMDEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.580.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return10.85%
5-year average return-0.22%
Number of years up13
Number of years down7
Best 1-yr total return (3 Feb 2019)61.14%
Worst 1-yr total return (3 Feb 2019)-40.89%
Best 3-yr total return61.14%
Worst 3-yr total return-6.45%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAMDEXCategory
YTD-12.49%0.00%
1-month2.47%0.00%
3-month-7.70%0.00%
1-year-7.36%0.00%
3-year-4.77%0.00%
5-year-5.24%0.00%
10-year-1.27%0.00%
Last bull market4.10%15.97%
Last bear market-28.74%-26.09%

Annual total return (%) history

Year
AMDEXCategory
2020
N/AN/A
2019
11.44%N/A
2018
-11.70%N/A
2017
10.76%N/A
2016
-10.72%N/A
2015
-1.44%N/A
2014
0.21%-8.08%
2013
16.69%13.40%
2012
0.32%N/A
2011
-29.15%N/A
2010
15.18%N/A
2009
61.14%N/A
2008
-40.89%N/A
2007
26.10%N/A
2006
10.04%N/A
2005
14.24%N/A
2004
14.89%N/A
2003
56.03%N/A
2002
-39.55%N/A
2001
-44.56%N/A
2000
19.15%N/A
1999
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-21.07%N/AN/AN/A
201910.93%-1.31%-1.70%3.56%
2018-5.56%6.49%2.38%-14.24%
20178.50%3.45%-2.15%0.85%
2016-3.55%-5.27%0.53%-2.81%
20155.28%3.32%-10.60%1.34%
20145.30%-0.52%-1.77%-2.61%
20135.22%-3.89%7.06%7.78%
20128.05%-18.18%5.92%7.14%
20110.34%-6.20%-23.21%-1.97%
20105.70%-19.03%19.14%12.96%
20092.64%23.66%14.48%10.90%
2008-8.18%15.70%-22.97%-27.77%
20075.98%8.09%3.98%5.86%
2006-0.26%-6.60%10.04%7.35%
20051.98%-5.63%13.16%4.90%
20045.57%4.52%-14.21%21.37%
20034.26%39.46%-4.51%12.39%
2002-18.86%-25.89%-9.27%10.81%
2001-34.11%8.57%-39.37%27.81%
200025.26%3.35%10.54%-16.74%
1999-2.32%41.49%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-9.21%
3-year-4.77%
5-year-5.24%
10-year-1.27%