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Aperture Endeavour Equity Fund (APEEX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.510.00 (0.00%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.03%
5-year average return0.00%
Number of years up3
Number of years down1
Best 1-yr total return (22 Jan 2024)30.21%
Worst 1-yr total return (22 Jan 2024)N/A
Best 3-yr total return30.21%
Worst 3-yr total return4.41%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnAPEEXCategory
YTD23.07%9.95%
1-month3.37%2.98%
3-month10.06%8.22%
1-year23.07%40.81%
3-year4.41%19.17%
5-year0.00%18.49%
10-year0.00%11.83%
Last bull market31.22%21.12%
Last bear market-11.69%-20.34%

Annual total return (%) history

Year
APEEXCategory
2023
23.07%N/A
2022
-16.50%N/A
2021
10.75%N/A
2020
30.21%32.67%
2019
N/A30.40%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20235.65%5.64%0.20%10.06%
2022-5.62%-11.69%-4.34%4.73%
20213.65%3.24%0.75%2.72%
2020-16.90%16.76%11.29%20.58%
20197.70%N/AN/AN/A

Rank in category (by total return)

YTD49
1-month94
3-month94
1-year49
3-year27
5-yearN/A

Load adjusted returns

1-year23.07%
3-year4.41%
5-yearN/A
10-yearN/A