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Northern Lights Fund Trust II - Two Oaks Diversified Growth and Income Fund (TWOAX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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16.57+0.14 (+0.85%)
At close: 08:00PM EDT

Performance overview

Morningstar return rating★★★
Year-to-date return8.61%
5-year average return6.25%
Number of years up14
Number of years down4
Best 1-yr total return (3 Feb 2019)27.20%
Worst 1-yr total return (3 Feb 2019)-30.94%
Best 3-yr total return27.20%
Worst 3-yr total return-6.74%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnTWOAXCategory
YTD7.46%11.35%
1-month2.05%0.99%
3-month4.25%5.92%
1-year46.06%32.83%
3-year10.16%11.75%
5-year8.57%11.53%
10-year8.14%8.98%
Last bull market16.13%17.67%
Last bear market-10.53%-15.71%

Annual total return (%) history

Year
TWOAXCategory
2021
N/AN/A
2020
10.80%13.51%
2019
23.40%21.35%
2018
-10.26%-7.93%
2017
12.04%15.80%
2016
14.95%7.93%
2015
-0.27%-2.77%
2014
4.70%5.71%
2013
13.67%21.31%
2012
12.32%13.42%
2011
1.28%-3.80%
2010
18.03%13.49%
2009
27.20%29.37%
2008
-30.94%-34.34%
2007
1.17%7.43%
2006
16.10%13.07%
2005
-1.20%7.35%
2004
7.79%10.93%
2003
20.07%25.10%
2002
N/A-14.51%

Past quarterly returns (%)

YearQ1Q2Q3Q4
20213.47%N/AN/AN/A
2020-22.31%14.29%8.55%14.96%
201911.22%2.72%3.49%4.37%
2018-4.07%4.48%2.99%-13.07%
20172.65%2.00%2.19%4.71%
20162.94%5.82%2.64%2.82%
20152.98%-1.08%-5.64%3.75%
20143.22%4.36%-2.22%-0.60%
20138.10%-0.76%1.79%4.09%
20129.41%-3.39%6.68%-0.38%
20115.06%0.57%-10.36%6.93%
20106.51%-4.64%9.34%6.29%
2009-7.57%16.22%12.65%5.12%
2008-3.16%-3.10%-4.84%-22.65%
20070.87%1.21%1.63%-2.49%
20064.25%0.28%5.23%5.54%
2005-2.66%-1.56%1.88%1.21%
20042.56%-0.80%-0.91%6.91%
2003-5.88%15.34%3.61%6.74%
2002-18.70%10.29%N/AN/A

Rank in category (by total return)

YTD77
1-month41
3-month70
1-year28
3-year69
5-year71

Load adjusted returns

1-year33.57%
3-year8.23%
5-year8.90%
10-year7.39%