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Frost Growth Equity Inst (FICEX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
19.00+0.01 (+0.05%)
At close: 06:46PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return27.48%
5-Year Average Return17.64%
Number of Years Up13
Number of Years Down2
Best 1 Yr Total Return (Nov 5, 2024)45.24%
Worst 1 Yr Total Return (Nov 5, 2024)N/A
Best 3-Yr Total Return45.24%
Worst 3-Yr Total Return4.35%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnFICEXCategory
YTD22.49%12.38%
1-Month-0.55%5.09%
3-Month3.88%10.28%
1-Year40.88%41.70%
3-Year7.34%22.56%
5-Year16.83%21.98%
10-Year14.65%15.99%
Last Bull Market29.17%25.99%
Last Bear Market-20.82%-17.29%

Annual Total Return (%) History

Year
FICEXCategory
2024
N/AN/A
2023
45.24%N/A
2022
-31.74%N/A
2021
25.46%N/A
2020
32.68%35.86%
2019
33.49%31.90%
2018
2.97%-2.09%
2017
30.69%27.67%
2016
0.83%3.23%
2015
6.23%3.60%
2014
12.82%10.00%
2013
29.97%33.92%
2012
12.66%15.34%
2011
-0.25%-2.46%
2010
15.42%15.53%
2009
30.14%35.68%
2008
N/A-40.67%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.30%7.00%2.50%N/A
202313.69%14.36%-2.22%14.25%
2022-10.63%-20.82%-4.54%1.06%
20210.75%12.31%1.27%9.48%
2020-12.69%26.63%11.68%7.46%
201915.73%4.45%-0.29%10.75%
20184.59%6.73%8.01%-14.60%
20179.38%6.28%4.80%7.28%
2016-2.87%-1.97%6.03%-0.12%
20154.16%0.13%-5.66%7.95%
20140.07%5.89%2.85%3.51%
20137.37%2.06%8.99%8.82%
201215.63%-6.36%5.45%-1.33%
20117.11%-0.48%-14.70%9.71%
20105.69%-14.14%13.73%11.84%
2009-4.46%15.46%13.11%4.30%
2008-14.80%-20.78%N/AN/A

Rank In Category (By Total Return)

YTD47
1-Month53
3-Month53
1-Year57
3-Year28
5-Year33

Load Adjusted Returns

1-Year40.88%
3-Year7.34%
5-Year16.83%
10-Year14.65%