New Zealand markets open in 1 hour 31 minutes

Rice Hall James Micro Cap Instl (RHJSX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
24.62+0.31 (+1.28%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.95%
5-year average return7.62%
Number of years up21
Number of years down8
Best 1-yr total return (11 Jul 2024)47.34%
Worst 1-yr total return (11 Jul 2024)N/A
Best 3-yr total return47.34%
Worst 3-yr total return2.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnRHJSXCategory
YTD7.17%12.40%
1-month0.63%3.37%
3-month2.41%4.88%
1-year2.41%55.69%
3-year-2.11%19.34%
5-year6.79%20.72%
10-year7.35%13.98%
Last bull market24.00%27.85%
Last bear market-13.65%-24.06%

Annual total return (%) history

Year
RHJSXCategory
2024
N/AN/A
2023
6.36%N/A
2022
-18.88%N/A
2021
25.69%N/A
2020
21.33%38.62%
2019
13.36%27.68%
2018
-2.18%-5.76%
2017
12.86%21.50%
2016
22.11%11.20%
2015
-4.42%-2.41%
2014
-1.60%2.44%
2013
47.34%40.91%
2012
11.99%13.15%
2011
4.43%-3.55%
2010
24.09%26.98%
2009
29.45%35.46%
2008
-39.80%-41.55%
2007
-2.32%7.59%
2006
13.66%10.81%
2005
7.87%6.02%
2004
17.00%12.41%
2003
56.62%45.54%
2002
-21.64%-27.88%
2001
16.41%-8.91%
2000
11.24%-3.85%
1999
25.73%64.77%
1998
-6.33%5.23%
1997
20.62%17.41%
1996
17.23%18.67%
1995
52.43%36.15%
1994
N/A-0.52%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.64%2.41%N/AN/A
20234.78%6.23%-11.62%8.13%
2022-10.36%-13.65%-1.47%6.36%
202115.99%6.80%-4.55%6.30%
2020-30.38%24.33%4.46%34.17%
201914.39%0.62%-5.94%4.72%
2018-1.69%14.20%6.11%-17.89%
20171.27%4.81%7.93%-1.48%
2016-2.85%3.84%9.45%10.58%
20156.61%-0.86%-13.11%4.08%
2014-1.67%1.41%-8.26%7.56%
201311.73%3.99%14.20%11.04%
201213.48%-4.95%4.10%-0.26%
20119.11%-1.70%-20.11%21.89%
20107.36%-7.89%6.17%18.20%
2009-11.07%21.54%14.25%4.83%
2008-15.41%-2.53%-1.19%-26.10%
20070.64%6.92%-2.52%-6.87%
200611.15%-6.83%-0.51%10.31%
2005-5.40%3.41%9.90%0.32%
20047.43%-0.33%-3.87%13.67%
2003-5.46%24.98%13.74%16.55%
20024.82%-6.33%-26.70%8.88%
2001-0.20%16.96%-17.41%20.76%
200011.79%-1.82%5.26%-3.72%
1999-6.42%20.38%0.36%11.22%
199812.29%-7.39%-26.61%22.74%
1997-4.52%15.54%17.37%-6.84%
19962.12%14.97%-2.71%2.63%
19955.91%13.52%21.07%4.71%
19942.86%N/AN/AN/A

Rank in category (by total return)

YTD27
1-month23
3-month7
1-year89
3-year37
5-year56

Load adjusted returns

1-year2.41%
3-year-2.11%
5-year6.79%
10-year7.35%