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Aperture New World Opportunities Instl (ANWOX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.280.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-0.36%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (23 Jan 2024)7.98%
Worst 1-yr total return (23 Jan 2024)N/A
Best 3-yr total return7.98%
Worst 3-yr total return-3.00%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnANWOXCategory
YTD3.74%-0.13%
1-month0.61%0.40%
3-month2.98%3.23%
1-year3.74%9.26%
3-year-3.00%5.92%
5-year0.00%4.76%
10-year0.00%4.29%
Last bull market3.96%11.92%
Last bear market-4.30%-4.79%

Annual total return (%) history

Year
ANWOXCategory
2023
3.74%N/A
2022
-8.73%N/A
2021
-3.59%N/A
2020
7.98%5.09%
2019
N/A12.59%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20230.97%-0.31%0.08%2.98%
2022-6.29%-4.30%-2.81%4.71%
2021-0.18%0.72%-1.47%-2.68%
2020-7.64%9.67%2.90%3.60%
20191.93%-0.82%2.33%N/A

Rank in category (by total return)

YTD97
1-month99
3-month99
1-year97
3-year58
5-yearN/A

Load adjusted returns

1-year3.74%
3-year-3.00%
5-yearN/A
10-yearN/A