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Unified Series Trust - Symons Value Institutional Fund (SVTIX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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6.940.00 (0.00%)
At close: 09:00PM EDT

Performance overview

Morningstar return rating★
Year-to-date return7.26%
5-year average return4.99%
Number of years up10
Number of years down4
Best 1-yr total return (3 Feb 2019)28.47%
Worst 1-yr total return (3 Feb 2019)-13.21%
Best 3-yr total return28.47%
Worst 3-yr total return1.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnSVTIXCategory
YTD9.97%4.44%
1-month0.41%-4.04%
3-month-1.71%4.09%
1-year11.30%14.37%
3-year7.51%6.04%
5-year6.41%9.20%
10-year7.54%8.57%
Last bull market13.04%22.97%
Last bear market-7.35%-11.27%

Annual total return (%) history

Year
SVTIXCategory
2021
N/A26.22%
2020
-3.57%2.91%
2019
28.47%25.04%
2018
-8.48%-8.53%
2017
9.86%15.94%
2016
6.73%14.81%
2015
-0.44%-4.05%
2014
7.72%10.21%
2013
19.21%31.21%
2012
6.36%14.57%
2011
5.70%-0.75%
2010
10.40%13.66%
2009
18.28%24.13%
2008
-13.21%-37.09%
2007
1.97%1.42%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20216.25%N/AN/AN/A
2020-21.13%6.78%7.35%6.66%
20199.96%3.12%4.91%7.99%
2018-3.52%2.65%1.90%-9.31%
20174.70%-0.44%0.19%5.20%
20168.22%2.85%-3.35%-0.79%
2015-1.19%-1.03%-0.16%1.97%
20144.46%2.93%-2.96%3.25%
201310.54%-0.55%1.14%7.23%
20124.41%0.93%3.04%-2.06%
20113.26%-0.56%-4.67%7.97%
20103.95%-8.77%9.72%6.10%
2009-7.87%13.71%11.04%1.68%
2008-4.25%3.59%-1.83%-10.87%
20071.81%5.92%-2.33%-3.19%

Rank in category (by total return)

YTD97
1-month50
3-month92
1-year96
3-year90
5-year99

Load adjusted returns

1-year26.25%
3-year8.07%
5-year5.66%
10-year7.45%