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Cohen & Steers Future of Energy Z (MLOZX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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8.57-0.05 (-0.58%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.56%
5-year average return7.21%
Number of years up7
Number of years down3
Best 1-yr total return (20 Jun 2024)40.12%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return40.12%
Worst 3-yr total return-10.97%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMLOZXCategory
YTD13.50%38.02%
1-month5.16%4.39%
3-month10.81%17.34%
1-year30.11%54.67%
3-year17.23%0.06%
5-year8.80%0.07%
10-year2.27%1.70%
Last bull market17.05%11.80%
Last bear market-6.45%-7.14%

Annual total return (%) history

Year
MLOZXCategory
2024
N/AN/A
2023
10.49%N/A
2022
21.13%N/A
2021
40.12%N/A
2020
-26.85%-23.34%
2019
11.46%13.05%
2018
-13.44%-16.32%
2017
0.32%-5.78%
2016
36.48%27.30%
2015
-38.71%-34.98%
2014
12.95%7.46%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.70%N/AN/AN/A
20230.64%1.34%2.17%6.03%
202220.21%-6.45%-1.36%9.20%
202119.56%15.07%-1.62%3.53%
2020-50.66%37.64%-10.56%20.45%
201920.52%-2.49%-6.24%1.16%
2018-10.60%14.29%1.92%-16.88%
20172.31%-3.91%1.46%0.58%
20162.16%19.57%9.58%1.96%
2015-2.21%-3.20%-26.38%-12.06%
20145.99%16.76%0.17%-8.89%

Rank in category (by total return)

YTD59
1-month1
3-month12
1-year75
3-year70
5-year74

Load adjusted returns

1-year30.11%
3-year17.23%
5-year8.80%
10-year2.27%