KIRYX - Westwood Salient Global Real Estate Fund

Other OTC - Other OTC Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return1.95%
5-Year Average Return-1.40%
Number of Years Up8
Number of Years Down8
Best 1 Yr Total Return (Jun 7, 2023)54.75%
Worst 1 Yr Total Return (Jun 7, 2023)N/A
Best 3-Yr Total Return54.75%
Worst 3-Yr Total Return-7.75%

Trailing Returns (%) Vs. Benchmarks

ReturnKIRYXCategory
YTD1.95%14.32%
1-Month-0.92%0.73%
3-Month-0.87%8.73%
1-Year-10.67%32.33%
3-Year0.68%7.75%
5-Year-1.40%6.57%
10-Year1.03%6.49%
Last Bull Market47.73%23.44%
Last Bear Market-16.33%-20.52%

Annual Total Return (%) History

Year
KIRYXCategory
2023
N/AN/A
2022
-21.61%N/A
2021
22.09%N/A
2020
-9.98%-5.43%
2019
21.31%23.45%
2018
-10.51%-7.11%
2017
21.88%15.12%
2016
0.98%1.97%
2015
-3.76%-0.92%
2014
1.75%11.67%
2013
-3.31%2.92%
2012
54.75%31.78%
2011
-14.56%-10.10%
2010
18.46%17.22%
2009
36.49%37.01%
2008
-51.44%-46.63%
2007
-3.39%-7.68%
2006
N/A39.00%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.82%N/AN/AN/A
2022-1.77%-16.33%-11.88%8.24%
20218.26%6.27%0.01%6.11%
2020-30.84%9.52%0.59%18.15%
201915.06%-0.80%3.35%2.85%
20180.45%-0.54%-1.41%-9.14%
20173.23%7.14%3.29%6.69%
20162.88%-1.75%2.15%-2.20%
20153.79%2.86%-10.14%0.32%
2014-2.35%5.04%-1.92%1.14%
20134.12%-7.28%-0.74%0.90%
201225.51%7.11%10.05%4.59%
20112.50%3.48%-24.06%6.07%
20100.97%-8.71%20.84%6.36%
2009-14.27%30.59%17.64%3.64%
2008-6.87%-14.00%-16.33%-27.54%
20077.49%-4.68%3.36%-8.78%
20069.55%15.39%N/AN/A

Rank In Category (By Total Return)

YTD67
1-Month77
3-Month74
1-Year72
3-Year15
5-Year78

Load Adjusted Returns

1-Year-16.00%
3-Year4.54%
5-Year-2.00%
10-Year0.49%