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Matthew 25 (MXXVX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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31.45-0.47 (-1.47%)
As of 8:01PM EDT. Market open.
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return8.81%
5-Year Average Return13.63%
Number of Years Up17
Number of Years Down4
Best 1 Yr Total Return (Jul 30, 2017)47.89%
Worst 1 Yr Total Return (Jul 30, 2017)-40.44%
Best 3-Yr Total Return47.89%
Worst 3-Yr Total Return-20.65%

Trailing Returns (%) Vs. Benchmarks

ReturnMXXVXCategory
YTD8.81%10.64%
1-Month3.13%1.84%
3-Month3.53%3.73%
1-Year27.37%15.08%
3-Year7.36%8.85%
5-Year13.63%13.50%
10-Year9.80%6.74%
Last Bull Market42.81%23.92%
Last Bear Market-15.96%-17.68%

Annual Total Return (%) History

Year
MXXVXCategory
2017
N/AN/A
2016
26.92%10.37%
2015
-12.19%-1.07%
2014
5.59%10.96%
2013
38.69%31.50%
2012
31.63%14.96%
2011
10.45%-1.27%
2010
31.97%14.01%
2009
47.89%28.17%
2008
-40.44%-37.79%
2007
-19.18%6.16%
2006
3.79%14.17%
2005
5.04%5.88%
2004
20.02%10.02%
2003
32.10%27.05%
2002
-1.67%-22.25%
2001
11.07%-13.50%
2000
3.57%-6.31%
1999
1.14%20.16%
1998
25.87%22.39%
1997
39.73%28.37%
1996
18.62%20.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20174.05%1.41%N/AN/A
20162.21%0.50%3.57%19.31%
20151.82%-1.35%-12.27%-0.36%
2014-1.45%5.77%-0.32%1.61%
20139.74%1.19%9.46%14.10%
201223.52%-3.72%11.65%-0.86%
20118.67%1.54%-14.20%16.67%
201010.82%-4.81%13.22%10.49%
2009-11.88%26.83%22.15%8.34%
2008-5.47%-7.39%-9.70%-24.66%
2007-1.64%8.67%-8.62%-17.26%
20064.64%-6.68%-1.26%7.65%
2005-8.25%9.68%-0.46%4.86%
20042.21%-0.60%6.22%11.21%
2003-10.02%19.79%8.50%12.95%
20022.59%-3.91%-3.14%2.97%
20013.12%4.00%-8.30%12.93%
20005.69%-7.89%4.58%1.74%
1999-1.72%8.24%-9.86%5.47%
199811.76%4.11%-11.73%22.55%
19971.47%17.42%6.59%10.02%
19964.65%1.11%4.76%7.00%

Rank In Category (By Total Return)

YTD81
1-Month2
3-Month64
1-Year1
3-Year81
5-Year57

Load Adjusted Returns

1-Year24.82%
3-Year7.36%
5-Year13.63%
10-Year9.80%