DDDAX - 13D Activist A

Nasdaq - Nasdaq Delayed Price. Currency in USD

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return11.62%
5-Year Average Return14.30%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (Sep 29, 2017)36.16%
Worst 1 Yr Total Return (Sep 29, 2017)-11.08%
Best 3-Yr Total Return36.16%
Worst 3-Yr Total Return6.87%

Trailing Returns (%) Vs. Benchmarks

ReturnDDDAXCategory
YTD11.62%9.92%
1-Month2.99%3.55%
3-Month0.40%3.57%
1-Year18.65%15.93%
3-Year8.20%8.00%
5-Year14.30%12.86%
10-Year0.00%6.86%
Last Bull Market12.00%25.25%
Last Bear Market0.00%-22.52%

Annual Total Return (%) History

Year
DDDAXCategory
2017
N/AN/A
2016
19.25%14.14%
2015
-11.08%-4.75%
2014
15.09%7.80%
2013
36.16%34.10%
2012
20.97%16.15%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20175.98%4.90%0.40%N/A
20161.33%3.42%7.06%6.29%
20155.33%-2.08%-12.29%-1.70%
20144.83%6.57%-3.75%7.03%
201315.53%1.48%10.00%5.59%
201212.40%-3.91%6.48%5.19%

Rank In Category (By Total Return)

YTD28
1-Month73
3-Month96
1-Year21
3-Year56
5-Year19

Load Adjusted Returns

1-Year11.82%
3-Year6.09%
5-Year12.96%
10-YearN/A