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Cavanal Hill Multi Cap Equity Inc Instl (AIEQX)


Nasdaq - Nasdaq Delayed Price. Currency in USD
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8.58-0.01 (-0.12%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating
Year-to-Date Return2.20%
5-Year Average Return10.61%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Jun 29, 2017)32.06%
Worst 1 Yr Total Return (Jun 29, 2017)-35.55%
Best 3-Yr Total Return32.06%
Worst 3-Yr Total Return-6.98%

Trailing Returns (%) Vs. Benchmarks

ReturnAIEQXCategory
YTD2.20%14.14%
1-Month0.87%0.06%
3-Month-0.32%5.01%
1-Year10.38%20.02%
3-Year4.16%8.80%
5-Year10.61%13.87%
10-Year5.20%7.51%
Last Bull Market25.94%25.43%
Last Bear Market-18.80%-17.23%

Annual Total Return (%) History

Year
AIEQXCategory
2017
N/AN/A
2016
5.44%3.23%
2015
-0.98%3.60%
2014
11.97%10.00%
2013
32.06%33.92%
2012
11.12%15.34%
2011
-4.20%-2.46%
2010
13.84%15.53%
2009
31.38%35.68%
2008
-35.55%-40.67%
2007
10.01%13.35%
2006
13.51%7.05%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.53%-0.32%N/AN/A
2016-3.35%1.01%5.11%2.75%
20151.31%-0.13%-6.99%5.23%
20142.43%3.22%0.15%5.74%
201310.57%2.10%6.96%9.38%
201212.57%-5.92%5.93%-0.95%
20112.81%-0.89%-16.10%12.06%
20106.64%-11.77%11.37%8.63%
2009-6.23%16.90%14.81%4.38%
2008-7.55%-0.61%-8.65%-23.21%
20072.04%5.10%3.40%-0.79%
20064.70%-1.85%5.05%5.15%

Rank In Category (By Total Return)

YTD99
1-Month16
3-Month99
1-Year97
3-Year95
5-Year94

Load Adjusted Returns

1-Year10.38%
3-Year4.16%
5-Year10.61%
10-Year5.20%