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Mondrian Global Equity Value (MPGVX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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14.36+0.05 (+0.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.24%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (30 Jun 2024)22.43%
Worst 1-yr total return (30 Jun 2024)N/A
Best 3-yr total return22.43%
Worst 3-yr total return7.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnMPGVXCategory
YTD5.94%14.38%
1-month3.18%-1.21%
3-month3.48%5.03%
1-year23.00%39.50%
3-year5.04%9.11%
5-year0.00%10.10%
10-year0.00%7.90%
Last bull market20.60%15.53%
Last bear market-8.33%-17.52%

Annual total return (%) history

Year
MPGVXCategory
2024
N/AN/A
2023
22.43%N/A
2022
-9.50%N/A
2021
10.89%N/A
2020
N/A2.50%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.72%N/AN/AN/A
20234.37%7.61%-3.26%12.67%
2022-2.60%-8.33%-11.30%14.27%
20215.51%5.46%-3.48%3.25%
20204.90%12.59%N/AN/A

Rank in category (by total return)

YTD70
1-month75
3-month75
1-year39
3-year58
5-yearN/A

Load adjusted returns

1-year23.00%
3-year5.04%
5-yearN/A
10-yearN/A