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The Cook & Bynum (COBYX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.92+0.10 (+0.59%)
At close: 08:05AM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.67%
5-year average return4.84%
Number of years up11
Number of years down3
Best 1-yr total return (20 Jun 2024)16.73%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return16.73%
Worst 3-yr total return-5.52%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnCOBYXCategory
YTD4.37%8.73%
1-month6.70%1.20%
3-month3.80%5.47%
1-year13.92%41.79%
3-year8.81%11.48%
5-year6.15%12.18%
10-year3.81%4.39%
Last bull market12.84%17.73%
Last bear market-11.61%-25.55%

Annual total return (%) history

Year
COBYXCategory
2024
N/AN/A
2023
16.73%N/A
2022
9.29%N/A
2021
9.04%N/A
2020
-10.98%17.90%
2019
9.40%19.25%
2018
-13.41%-16.07%
2017
15.13%34.17%
2016
3.19%8.47%
2015
-3.47%-13.79%
2014
6.03%-3.01%
2013
11.30%-0.14%
2012
13.49%18.15%
2011
8.48%-19.86%
2010
11.76%19.26%
2009
N/A73.81%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.88%N/AN/AN/A
20235.89%6.23%-3.49%7.53%
20225.08%-11.61%-3.02%21.33%
20215.74%5.43%-5.87%3.92%
2020-24.61%3.04%0.37%14.17%
20198.11%0.43%1.29%-0.53%
2018-0.90%-3.45%0.63%-10.07%
20176.84%3.42%1.23%2.93%
20165.25%0.88%-1.00%-1.84%
2015-3.34%-1.79%-1.62%3.37%
20140.85%1.82%2.49%0.74%
20135.63%2.97%-1.77%4.18%
20127.17%3.78%4.27%-2.14%
20113.04%6.06%-4.84%4.31%
20104.32%-6.93%8.35%6.23%
200910.37%N/AN/AN/A

Rank in category (by total return)

YTD46
1-month1
3-month48
1-year51
3-year1
5-year26

Load adjusted returns

1-year13.92%
3-year8.81%
5-year6.15%
10-year3.81%