KIRCX - Westwood Salient Global Real Estate Fund C Class Shares

Other OTC - Other OTC Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return2.11%
5-Year Average Return-2.30%
Number of Years Up7
Number of Years Down9
Best 1 Yr Total Return (Jun 6, 2023)53.13%
Worst 1 Yr Total Return (Jun 6, 2023)N/A
Best 3-Yr Total Return53.13%
Worst 3-Yr Total Return-8.64%

Trailing Returns (%) Vs. Benchmarks

ReturnKIRCXCategory
YTD2.11%14.32%
1-Month-0.67%0.73%
3-Month0.05%8.73%
1-Year-12.40%32.33%
3-Year0.73%7.75%
5-Year-2.30%6.57%
10-Year0.12%6.49%
Last Bull Market46.51%23.44%
Last Bear Market-16.52%-20.52%

Annual Total Return (%) History

Year
KIRCXCategory
2023
N/AN/A
2022
-22.33%N/A
2021
20.95%N/A
2020
-10.81%-5.43%
2019
20.19%23.45%
2018
-11.51%-7.11%
2017
20.73%15.12%
2016
-0.02%1.97%
2015
-4.62%-0.92%
2014
0.75%11.67%
2013
-4.23%2.92%
2012
53.13%31.78%
2011
-15.42%-10.10%
2010
17.42%17.22%
2009
35.06%37.01%
2008
-51.92%-46.63%
2007
-4.39%-7.68%
2006
N/A39.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.56%N/AN/AN/A
2022-2.05%-16.52%-12.05%8.00%
20217.99%5.98%-0.23%5.92%
2020-31.00%9.24%0.32%17.95%
201914.81%-1.03%3.10%2.60%
20180.23%-0.81%-1.73%-9.42%
20172.97%6.93%2.99%6.47%
20162.56%-1.95%1.84%-2.37%
20153.60%2.59%-10.37%0.12%
2014-2.62%4.82%-2.14%0.87%
20133.92%-7.54%-0.98%0.65%
201225.10%6.92%9.80%4.26%
20112.30%3.20%-24.28%5.79%
20100.71%-8.91%20.75%6.01%
2009-14.53%30.19%17.48%3.32%
2008-7.06%-14.21%-16.54%-27.74%
20077.22%-4.92%3.12%-9.05%
20069.31%15.10%N/AN/A

Rank In Category (By Total Return)

YTD79
1-Month81
3-Month84
1-Year83
3-Year44
5-Year88

Load Adjusted Returns

1-Year-17.66%
3-Year3.57%
5-Year-2.96%
10-Year-0.47%