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Red Oak Technology Select (ROGSX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
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24.11+0.09 (+0.37%)
At close: 8:00PM EDT
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return19.17%
5-Year Average Return20.24%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (Aug 30, 2017)77.88%
Worst 1 Yr Total Return (Aug 30, 2017)-55.27%
Best 3-Yr Total Return77.88%
Worst 3-Yr Total Return-13.86%

Trailing Returns (%) Vs. Benchmarks

ReturnROGSXCategory
YTD19.17%25.16%
1-Month2.45%1.98%
3-Month2.71%4.47%
1-Year29.12%28.35%
3-Year15.95%14.46%
5-Year20.24%17.65%
10-Year12.01%9.95%
Last Bull Market25.00%23.98%
Last Bear Market-15.58%-20.24%

Annual Total Return (%) History

Year
ROGSXCategory
2017
N/AN/A
2016
24.62%10.84%
2015
1.09%5.21%
2014
14.29%12.55%
2013
44.09%35.45%
2012
11.95%13.08%
2011
2.77%-7.62%
2010
14.72%20.00%
2009
77.88%61.99%
2008
-44.62%-45.33%
2007
10.04%16.12%
2006
4.91%7.08%
2005
-1.14%5.76%
2004
2.64%4.24%
2003
59.21%55.77%
2002
-55.27%-42.86%
2001
-55.97%-36.89%
2000
-10.52%-31.36%
1999
143.40%129.22%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20179.54%3.78%N/AN/A
20163.25%2.55%12.04%5.04%
2015-0.89%-1.98%-4.46%8.92%
20144.64%1.86%0.57%6.63%
201312.63%5.22%7.16%13.45%
201217.33%-8.99%4.23%0.58%
20116.08%2.50%-12.92%8.53%
20102.79%-10.86%12.74%11.06%
20095.42%24.84%23.50%9.44%
2008-13.50%2.02%-12.18%-28.55%
20070.55%10.53%7.92%-8.26%
20060.87%-8.87%2.67%11.16%
2005-11.55%1.94%4.91%4.52%
2004-1.17%-0.44%-8.48%13.98%
20035.13%24.61%6.23%14.41%
2002-6.57%-38.73%-35.52%21.19%
2001-46.92%9.52%-49.21%49.14%
200040.80%3.47%10.97%-44.65%
199915.40%8.32%15.44%68.68%

Rank In Category (By Total Return)

YTD75
1-Month46
3-Month69
1-Year51
3-Year44
5-Year21

Load Adjusted Returns

1-Year29.12%
3-Year15.95%
5-Year20.24%
10-Year12.01%