New Zealand markets open in 8 hours 40 minutes

DSS AmericaFirst Funds - DSS AmericaFirst Large Cap Share Buyback Fund (SBQIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.80-0.01 (-0.07%)
At close: 08:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.30%
5-year average return8.95%
Number of years up3
Number of years down3
Best 1-yr total return (27 Jun 2024)30.07%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return30.07%
Worst 3-yr total return3.60%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSBQIXCategory
YTD11.74%5.31%
1-month3.73%-4.19%
3-month3.34%3.90%
1-year30.74%20.31%
3-year7.97%6.48%
5-year9.70%11.78%
10-year0.00%10.96%
Last bull market25.47%25.56%
Last bear market-15.25%-15.11%

Annual total return (%) history

Year
SBQIXCategory
2024
N/AN/A
2023
14.04%22.32%
2022
-12.47%-16.96%
2021
30.07%26.07%
2020
-2.32%15.83%
2019
22.47%28.78%
2018
-4.57%-6.27%
2017
N/A20.44%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202414.04%N/AN/AN/A
20231.31%5.91%-0.79%7.12%
2022-5.53%-15.25%-2.24%11.82%
20218.12%8.42%1.61%9.20%
2020-25.96%16.77%6.12%6.46%
201914.43%0.17%-1.63%8.62%
20181.60%1.58%7.16%-13.71%
20171.78%3.88%5.67%N/A

Rank in category (by total return)

YTD25
1-month71
3-month54
1-year14
3-year52
5-year96

Load adjusted returns

1-year30.74%
3-year7.97%
5-year9.70%
10-yearN/A