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North Square Investments Trust - North Square Dynamic Small Cap Fund (ORSIX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
14.54+0.28 (+1.96%)
As of 08:06AM EDT. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-3.10%
5-Year Average Return12.19%
Number of Years Up6
Number of Years Down2
Best 1 Yr Total Return (Jan 23, 2024)29.18%
Worst 1 Yr Total Return (Jan 23, 2024)N/A
Best 3-Yr Total Return29.18%
Worst 3-Yr Total Return6.38%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnORSIXCategory
YTD29.18%20.19%
1-Month12.32%0.02%
3-Month17.76%4.36%
1-Year29.18%60.18%
3-Year9.22%11.32%
5-Year14.71%13.88%
10-Year0.00%11.19%
Last Bull Market52.86%27.98%
Last Bear Market-16.62%-24.08%

Annual Total Return (%) History

Year
ORSIXCategory
2023
29.18%N/A
2022
-18.48%N/A
2021
23.73%N/A
2020
19.35%10.99%
2019
27.70%23.75%
2018
-9.26%-12.72%
2017
15.63%12.28%
2016
18.47%20.78%
2015
N/A-5.38%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.94%6.54%-2.81%17.76%
2022-8.40%-16.62%-3.01%10.03%
202113.51%4.11%-1.04%5.80%
2020-29.74%25.65%6.32%27.15%
201915.55%3.06%-2.57%10.08%
20181.43%6.99%6.60%-21.56%
20170.00%1.07%8.57%5.37%
2016-1.07%-3.35%12.23%10.40%
20152.97%N/AN/AN/A

Rank In Category (By Total Return)

YTD1
1-Month16
3-Month1
1-Year1
3-Year21
5-Year4

Load Adjusted Returns

1-Year29.18%
3-Year9.22%
5-Year14.71%
10-YearN/A