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Ultimus Managers Trust - Karner Blue Biodiversity Impact Fund (KAIIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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13.26-0.17 (-1.27%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (Invalid Date)18.30%
Worst 1-yr total return (Invalid Date)18.30%
Best 3-yr total return18.30%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnKAIIXCategory
YTD4.91%4.69%
1-month0.68%2.16%
3-month5.52%4.69%
1-year69.72%57.22%
3-year0.00%11.58%
5-year0.00%12.57%
10-year0.00%9.03%
Last bull market0.00%18.98%
Last bear market0.00%-19.69%

Annual total return (%) history

Year
KAIIXCategory
2020
18.30%17.67%
2019
N/A25.68%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-19.09%19.47%7.77%13.57%
20199.16%N/AN/AN/A

Rank in category (by total return)

YTD39
1-month51
3-month30
1-year35
3-yearN/A
5-yearN/A

Load adjusted returns

1-year32.74%
3-yearN/A
5-yearN/A
10-yearN/A