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Volumetric (VOLMX)

Nasdaq - Nasdaq Delayed price. Currency in USD
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24.30-0.04 (-0.16%)
At close: 08:01PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.86%
5-year average return7.39%
Number of years up27
Number of years down9
Best 1-yr total return (24 Jun 2024)26.26%
Worst 1-yr total return (24 Jun 2024)N/A
Best 3-yr total return26.26%
Worst 3-yr total return3.59%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnVOLMXCategory
YTD6.52%5.31%
1-month3.00%-4.19%
3-month1.10%3.90%
1-year18.53%20.31%
3-year2.95%6.48%
5-year8.00%11.78%
10-year6.39%10.96%
Last bull market20.54%25.56%
Last bear market-12.23%-15.11%

Annual total return (%) history

Year
VOLMXCategory
2024
N/AN/A
2023
12.56%22.32%
2022
-14.25%-16.96%
2021
17.78%26.07%
2020
10.05%15.83%
2019
20.15%28.78%
2018
-10.30%-6.27%
2017
17.55%20.44%
2016
11.34%10.37%
2015
-4.69%-1.07%
2014
7.02%10.96%
2013
26.26%31.50%
2012
5.89%14.96%
2011
0.52%-1.27%
2010
15.86%14.01%
2009
21.64%28.17%
2008
-29.94%-37.79%
2007
3.13%6.16%
2006
6.29%14.17%
2005
2.05%5.88%
2004
13.61%10.02%
2003
30.41%27.05%
2002
-11.79%-22.25%
2001
-4.35%-13.50%
2000
-1.67%-6.31%
1999
5.13%20.16%
1998
10.63%22.39%
1997
18.30%28.37%
1996
15.50%20.76%
1995
17.14%32.35%
1994
-2.08%-0.93%
1993
2.07%N/A
1992
10.75%N/A
1991
34.92%N/A
1990
-5.09%N/A
1989
15.95%N/A
1988
19.93%N/A
1987
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.43%N/AN/AN/A
20232.61%3.82%-2.09%7.92%
2022-4.48%-12.23%-3.38%5.86%
20215.27%4.73%-1.13%8.05%
2020-17.00%12.72%6.79%10.15%
201910.15%3.94%-0.38%5.34%
2018-1.66%1.50%4.10%-13.67%
20175.03%1.93%3.92%5.66%
20163.88%0.84%2.82%3.37%
20152.43%-3.10%-6.30%2.49%
20142.55%2.63%-1.82%3.56%
201310.29%1.15%5.19%7.59%
20126.81%-3.37%1.61%0.98%
20118.34%-0.11%-13.87%7.83%
20104.13%-6.85%7.07%11.55%
2009-7.62%12.11%13.07%3.88%
2008-7.63%0.55%-5.56%-20.13%
20072.79%4.82%-3.17%-1.15%
20065.62%-4.11%0.71%4.20%
2005-3.40%0.22%4.21%1.15%
20043.36%3.15%-3.15%10.03%
2003-4.18%14.60%4.18%13.99%
20025.46%-7.28%-13.43%4.21%
2001-7.09%5.02%-11.55%10.82%
2000-1.94%-6.41%0.35%6.76%
1999-3.21%7.35%-5.77%7.38%
199812.70%-2.09%-7.97%8.94%
1997-0.46%10.77%9.99%-2.45%
19963.06%1.52%2.76%7.42%
19956.34%2.95%3.82%3.07%
1994-0.45%-4.82%5.77%-2.30%
19931.50%0.94%1.55%-1.89%
19923.36%-4.81%2.94%9.36%
199124.04%0.61%4.70%3.27%
19901.18%1.47%-12.21%5.30%
198910.44%3.57%4.74%-3.23%
198815.44%4.52%-1.82%1.24%
1987-23.12%N/AN/AN/A

Rank in category (by total return)

YTD83
1-month83
3-month88
1-year89
3-year96
5-year100

Load adjusted returns

1-year18.53%
3-year2.95%
5-year8.00%
10-year6.39%