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Investment Managers Series Trust II - AXS Thomson Reuters Private Equity Return Tracker Fund (LDPIX)
Nasdaq - Nasdaq Delayed price. Currency in USD
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10.08
-0.01
(-0.10%)
At close: 08:01PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
-4.35%
5-year average return
2.66%
Number of years up
5
Number of years down
2
Best 1-yr total return (17 Aug 2023)
34.78%
Worst 1-yr total return (17 Aug 2023)
N/A
Best 3-yr total return
34.78%
Worst 3-yr total return
2.20%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
LDPIX
Category
YTD
-4.35%
5.31%
1-month
-1.93%
-4.19%
3-month
5.01%
3.90%
1-year
-10.47%
20.31%
3-year
-0.50%
6.48%
5-year
2.66%
11.78%
10-year
0.00%
10.96%
Last bull market
50.39%
25.56%
Last bear market
-28.48%
-15.11%
Annual total return (%) history
Year
LDPIX
Category
2023
N/A
22.32%
2022
-31.96%
-16.96%
2021
28.20%
26.07%
2020
22.37%
15.83%
2019
34.78%
28.78%
2018
-12.45%
-6.27%
2017
28.51%
20.44%
2016
6.02%
10.37%
2015
N/A
-1.07%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2023
-7.78%
2.16%
N/A
N/A
2022
-13.17%
-28.48%
-6.96%
17.77%
2021
3.91%
6.35%
-2.38%
18.84%
2020
-33.19%
30.90%
16.39%
20.21%
2019
15.75%
4.42%
2.40%
8.90%
2018
-4.95%
3.72%
11.86%
-20.62%
2017
6.85%
2.17%
4.95%
12.17%
2016
-2.42%
1.86%
4.46%
2.11%
2015
11.67%
N/A
N/A
N/A
Rank in category (by total return)
YTD
100
1-month
4
3-month
95
1-year
100
3-year
100
5-year
100
Load adjusted returns
1-year
-2.51%
3-year
3.35%
5-year
3.73%
10-year
N/A
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