Nasdaq - Delayed Quote USD

Professionally Managed Portfolios - CAN SLIM Tactical Growth Fund (CANGX)

15.29 -0.00 (-0.00%)
At close: August 31 at 8:00 PM EDT

Performance Overview

Morningstar Return Rating 2
YTD Return 7.20%
5y Average Return 6.27%
Number of Years Up 10
Number of Years Down 5
Best 1Y Total Return (Feb 4, 2019) 30.37%
Worst 1Y Total Return (Feb 4, 2019) -20.45%
Best 3Y Total Return 30.37%
Worst 3Y Total Return -3.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
CANGX
Category
YTD
15.11%
11.35%
1-Month
-0.26%
0.99%
3-Month
2.55%
5.92%
1-Year
20.72%
32.83%
3-Year
6.85%
11.75%
5-Year
8.77%
11.53%
10-Year
9.36%
8.98%
Last Bull Market
11.03%
17.67%
Last Bear Market
-15.79%
-15.71%

Annual Total Return (%) History

Year
CANGX
Category
2021
--
--
2020
4.87%
13.51%
2019
18.13%
21.35%
2018
-10.71%
-7.93%
2017
20.36%
15.80%
2016
6.72%
7.93%
2015
-2.95%
-2.77%
2014
8.25%
5.71%

2013
30.37%
21.31%
2012
12.60%
13.42%
2011
-4.47%
-3.80%
2010
14.58%
13.49%
2009
9.70%
29.37%
2008
-20.45%
-34.34%
2007
19.26%
7.43%
2006
-4.31%
13.07%
2005
--
7.35%

Past Quarterly Returns

YearQ1Q2Q3Q4
2021 6.09% -- -- --
2020 -20.45% 16.13% 5.18% 7.92%
2019 9.00% 3.15% 0.22% 4.83%
2018 0.07% 0.56% 2.52% -13.46%
2017 4.59% 3.31% 4.25% 6.85%
2016 0.97% 0.22% 2.96% 2.43%
2015 1.72% -0.49% -7.37% 3.51%
2014 1.97% 3.80% -1.73% 4.07%
2013 11.75% 1.29% 5.58% 9.09%
2012 9.27% -1.40% 2.76% 1.71%

2011 8.25% -1.75% -12.05% 2.11%
2010 2.36% -8.85% 9.93% 11.72%
2009 -7.02% 3.60% 7.51% 5.93%
2008 -14.86% 13.42% -11.39% -7.03%
2007 -0.61% 10.10% 6.74% 2.11%
2006 12.06% -6.39% -13.64% 5.63%
2005 0.10% -- -- --

Rank in Category (By Total Return)

YTD 9
1-Month 9
3-Month 6
1-Year 77
3-Year 90
5-Year 79

Load Adjusted Returns

1-Year 29.85%
3-Year 7.93%
5-Year 9.94%
10-Year 8.45%

Performance & Risk

YTD Return 7.20%
5y Average Return 6.27%
Rank in Category (ytd) 9
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.40
Morningstar Risk Rating

Fund Overview

Category Allocation--70% to 85% Equity
Fund Family NorthCoast
Net Assets 15.51M
YTD Return 15.11%
Yield 0.07%
Morningstar Rating
Inception Date Sep 26, 2005

Fund Summary

The fund invests at least 80% of its net assets (plus any borrowings for investment purposes) in cash and securities listed on, or indicated by, the CAN SLIM® Select List subject to certain parameters. When fully invested, it will hold between 50 to 100 positions. The fund primarily invests in the common stocks of companies of any size market capitalization, ranging from larger, well-established companies to lesser-established, small- and micro-capitalization companies. It may also invest at any given time up to 25% of its net assets in foreign securities, which may include emerging market securities.

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