New Zealand markets closed

Clarkston Institutional (CILGX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
14.70+0.04 (+0.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.41%
5-year average return8.59%
Number of years up5
Number of years down2
Best 1-yr total return (29 Apr 2024)27.40%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return27.40%
Worst 3-yr total return5.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCILGXCategory
YTD7.19%17.52%
1-month4.33%-0.87%
3-month7.19%5.51%
1-year17.61%42.88%
3-year4.90%11.93%
5-year10.89%12.07%
10-year0.00%10.95%
Last bull market39.81%23.18%
Last bear market-11.44%-17.87%

Annual total return (%) history

Year
CILGXCategory
2024
N/AN/A
2023
17.85%N/A
2022
-8.55%N/A
2021
10.92%N/A
2020
16.99%2.91%
2019
27.40%25.04%
2018
-8.31%-8.53%
2017
11.37%15.94%
2016
N/A14.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.19%N/AN/AN/A
20237.41%5.45%-5.92%10.61%
20221.90%-11.44%-7.74%9.84%
202111.00%5.05%-7.56%2.90%
2020-22.37%12.23%11.27%20.68%
201913.88%4.91%2.54%3.99%
2018-3.29%1.14%3.54%-9.46%
20173.53%0.63%2.14%4.67%
20163.44%3.50%N/AN/A

Rank in category (by total return)

YTD78
1-month76
3-month78
1-year74
3-year96
5-year50

Load adjusted returns

1-year17.61%
3-year4.90%
5-year10.89%
10-yearN/A