Nasdaq - Delayed Quote • USD
Investment Managers Series Trust - All Terrain Opportunity Fund (TERIX)
At close: June 26 at 8:01 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.42% |
| 5y Average Return | 2.54% |
| Number of Years Up | 6 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Jun 26, 2023) | 8.83% |
| Worst 1Y Total Return (Jun 26, 2023) | -- |
| Best 3Y Total Return | 8.83% |
| Worst 3Y Total Return | 1.65% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TERIX
Category
- YTD
- 2.42%
- 4.43%
- 1-Month
- 0.12%
- 0.25%
- 3-Month
- 1.22%
- 2.85%
- 1-Year
- 2.90%
- 11.96%
- 3-Year
- 2.44%
- 4.46%
- 5-Year
- 2.54%
- 3.69%
- 10-Year
- 0.00%
- 2.51%
- Last Bull Market
- 7.97%
- 6.81%
- Last Bear Market
- -4.49%
- -4.99%
Annual Total Return (%) History
Year
TERIX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2023 | 2.17% | -- | -- | -- |
| 2022 | -2.08% | -4.49% | 0.51% | 0.09% |
| 2021 | 0.87% | 2.47% | -2.45% | 3.48% |
| 2020 | -3.31% | 4.06% | 3.40% | 2.82% |
| 2019 | 3.23% | 1.99% | -0.93% | 1.67% |
| 2018 | 1.18% | -0.38% | 2.87% | -3.18% |
| 2017 | 2.61% | 1.59% | 1.82% | 2.54% |
| 2016 | 1.06% | 1.31% | 0.67% | 0.54% |
| 2015 | -0.26% | -0.55% | -3.02% | 1.36% |
Rank in Category (By Total Return)
| YTD | 25 |
| 1-Month | 75 |
| 3-Month | 16 |
| 1-Year | 31 |
| 3-Year | 59 |
| 5-Year | 55 |
Load Adjusted Returns
| 1-Year | 0.63% |
| 3-Year | 2.82% |
| 5-Year | 2.39% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 2.42% |
| 5y Average Return | 2.54% |
| Rank in Category (ytd) | 25 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.26 |
| Morningstar Risk Rating |
Fund Overview
| Category | Macro Trading |
| Fund Family | AXS |
| Net Assets | -- |
| YTD Return | 2.42% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 03, 2014 |
Fund Summary
The fund will make investments that the advisor believes offer a high probability of return, or, alternatively, a high degree of safety during uncertain market conditions. These investments include domestic and foreign equity securities and fixed income securities of domestic and foreign issuers of any credit quality and duration, including U.S. Treasury securities, corporate bonds, mortgage-backed securities and other fixed income securities.
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