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Selected American Shares D (SLADX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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41.59-0.29 (-0.69%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return16.82%
5-year average return12.68%
Number of years up15
Number of years down4
Best 1-yr total return (17 Jul 2024)33.62%
Worst 1-yr total return (17 Jul 2024)N/A
Best 3-yr total return33.62%
Worst 3-yr total return1.87%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSLADXCategory
YTD14.81%5.31%
1-month1.03%-4.19%
3-month1.45%3.90%
1-year28.35%20.31%
3-year5.51%6.48%
5-year12.51%11.78%
10-year10.18%10.96%
Last bull market32.01%25.56%
Last bear market-16.90%-15.11%

Annual total return (%) history

Year
SLADXCategory
2024
N/AN/A
2023
32.76%22.32%
2022
-20.04%-16.96%
2021
18.10%26.07%
2020
11.95%15.83%
2019
31.57%28.78%
2018
-13.71%-6.27%
2017
22.18%20.44%
2016
12.83%10.37%
2015
3.96%-1.07%
2014
5.96%10.96%
2013
33.62%31.50%
2012
13.19%14.96%
2011
-4.02%-1.27%
2010
12.90%14.01%
2009
32.06%28.17%
2008
-39.24%-37.79%
2007
5.11%6.16%
2006
15.59%14.17%
2005
10.19%5.88%
2004
N/A10.02%

Past quarterly returns (%)

YearQ1Q2Q3Q4
202413.18%1.45%N/AN/A
20236.25%11.77%-1.83%13.87%
2022-6.31%-16.90%-7.08%10.54%
202114.57%6.95%-5.44%1.93%
2020-25.85%19.39%6.27%19.00%
201913.47%3.63%2.32%9.35%
2018-2.49%4.67%2.83%-17.78%
20174.27%4.47%4.72%7.11%
2016-4.84%4.72%7.35%5.47%
20152.18%1.09%-5.86%6.90%
20141.79%3.48%-2.23%2.89%
201310.48%3.52%5.90%10.32%
201211.28%-3.96%4.32%1.53%
20114.66%-1.89%-15.85%11.08%
20104.35%-11.09%9.95%10.67%
2009-12.67%21.13%17.31%6.41%
2008-8.81%-2.50%-9.77%-24.26%
20070.46%6.87%-0.36%-1.74%
20063.06%0.46%3.60%7.76%
20050.08%1.41%4.25%4.14%
2004-0.90%8.53%N/AN/A

Rank in category (by total return)

YTD38
1-month84
3-month70
1-year7
3-year85
5-year70

Load adjusted returns

1-year28.35%
3-year5.51%
5-year12.51%
10-year10.18%