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Holland Balanced (HOLBX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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19.87+0.01 (+0.05%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date Return2.98%
5-Year Average Return8.03%
Number of Years Up16
Number of Years Down5
Best 1 Yr Total Return (Aug 30, 2017)23.14%
Worst 1 Yr Total Return (Aug 30, 2017)-20.36%
Best 3-Yr Total Return23.14%
Worst 3-Yr Total Return-2.08%

Trailing Returns (%) Vs. Benchmarks

ReturnHOLBXCategory
YTD2.98%7.97%
1-Month-0.76%0.14%
3-Month0.15%2.13%
1-Year6.31%9.22%
3-Year3.99%4.13%
5-Year8.03%7.57%
10-Year5.53%5.25%
Last Bull Market17.37%15.43%
Last Bear Market-10.07%-12.24%

Annual Total Return (%) History

Year
HOLBXCategory
2017
N/AN/A
2016
7.50%7.34%
2015
-0.02%-1.93%
2014
7.99%6.21%
2013
23.14%16.48%
2012
10.67%11.72%
2011
3.85%-0.11%
2010
7.19%11.83%
2009
17.75%24.13%
2008
-20.36%-28.00%
2007
5.66%5.99%
2006
11.59%11.29%
2005
1.79%5.13%
2004
3.38%8.86%
2003
14.14%20.35%
2002
-10.32%-12.02%
2001
-6.38%-5.05%
2000
-0.20%1.82%
1999
14.49%10.71%
1998
16.40%13.52%
1997
12.13%19.63%
1996
16.51%13.70%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20172.09%0.72%N/AN/A
20160.87%1.94%0.63%3.89%
2015-2.57%0.21%-2.33%4.85%
20140.31%3.88%1.15%2.45%
20138.74%3.16%1.22%8.44%
20128.28%0.68%3.33%-1.76%
20113.52%0.86%-8.18%8.33%
20103.66%-7.00%4.79%6.11%
2009-5.25%8.22%10.01%4.39%
2008-2.84%-2.85%-0.88%-14.87%
2007-2.00%5.42%3.35%-1.04%
20061.69%0.79%4.42%4.27%
2005-0.32%-0.50%1.81%0.82%
20041.71%-0.20%-1.59%3.48%
2003-0.22%7.07%1.54%5.22%
2002-0.99%-8.75%-6.26%5.89%
2001-8.38%3.47%-8.21%7.58%
20005.30%1.30%-3.29%-3.25%
19992.21%4.39%-3.46%11.16%
19986.99%1.77%-3.31%10.56%
19972.17%7.63%4.80%-2.70%
19964.00%3.07%2.52%6.01%

Rank In Category (By Total Return)

YTD96
1-Month94
3-Month98
1-Year91
3-Year66
5-Year44

Load Adjusted Returns

1-Year6.31%
3-Year3.99%
5-Year8.03%
10-Year5.53%