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Altegris/AACA Opportunistic Real Estt C (RAACX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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11.99+0.16 (+1.35%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-2.91%
5-year average return0.00%
Number of years up2
Number of years down1
Best 1-yr total return (23 May 2024)10.37%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return10.37%
Worst 3-yr total return-10.94%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRAACXCategory
YTD-3.56%20.43%
1-month-7.46%2.69%
3-month-1.49%11.34%
1-year1.36%36.79%
3-year-13.66%10.81%
5-year-0.23%7.03%
10-year4.89%9.08%
Last bull market25.81%31.03%
Last bear market-19.16%-16.60%

Annual total return (%) history

Year
RAACXCategory
2024
N/AN/A
2023
10.37%N/A
2022
-40.66%N/A
2021
7.83%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.21%N/AN/AN/A
20236.17%-1.18%-7.75%14.04%
2022-12.60%-19.16%-13.15%-3.29%
20212.05%7.86%-6.49%4.76%

Rank in category (by total return)

YTD8
1-month53
3-month17
1-year28
3-year100
5-year89

Load adjusted returns

1-year0.36%
3-year-13.66%
5-year-0.23%
10-year4.89%