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City National Rochdale US Cor Eq Instl (CNRUX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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27.91+0.17 (+0.61%)
As of 08:05AM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.44%
5-year average return13.12%
Number of years up9
Number of years down2
Best 1-yr total return (4 Jul 2024)35.82%
Worst 1-yr total return (4 Jul 2024)N/A
Best 3-yr total return35.82%
Worst 3-yr total return5.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCNRUXCategory
YTD13.73%12.38%
1-month3.66%5.09%
3-month5.26%10.28%
1-year23.09%41.70%
3-year8.37%22.56%
5-year12.95%21.98%
10-year12.23%15.99%
Last bull market21.82%25.99%
Last bear market-15.65%-17.29%

Annual total return (%) history

Year
CNRUXCategory
2024
N/AN/A
2023
23.39%N/A
2022
-19.91%N/A
2021
29.10%N/A
2020
14.84%35.86%
2019
35.18%31.90%
2018
-2.76%-2.09%
2017
25.61%27.67%
2016
6.16%3.23%
2015
3.09%3.60%
2014
11.43%10.00%
2013
35.82%33.92%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.04%5.26%N/AN/A
20236.32%7.23%-3.12%11.72%
2022-8.49%-15.65%-4.84%9.05%
20213.99%9.63%1.65%11.40%
2020-18.62%16.24%10.99%9.38%
201914.22%7.28%3.24%6.86%
20180.71%2.75%6.12%-11.45%
20176.52%4.88%4.89%7.19%
2016-0.64%0.46%4.37%1.90%
20152.60%2.07%-6.12%4.86%
20140.29%5.56%1.66%3.54%
20139.33%2.59%8.72%11.38%

Rank in category (by total return)

YTD75
1-month79
3-month55
1-year77
3-year38
5-year76

Load adjusted returns

1-year23.09%
3-year8.37%
5-year12.95%
10-year12.23%