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Fintrust Income and Opportunity A (HROAX)

Nasdaq - Nasdaq Delayed Price. Currency in USD
Visitors trend10W9M
12.24+0.05 (+0.41%)
At close: 08:05AM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return15.80%
5-Year Average Return6.33%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Nov 6, 2024)14.89%
Worst 1 Yr Total Return (Nov 6, 2024)N/A
Best 3-Yr Total Return14.89%
Worst 3-Yr Total Return-0.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnHROAXCategory
YTD12.11%11.36%
1-Month0.59%1.08%
3-Month1.98%5.12%
1-Year25.13%28.59%
3-Year3.48%9.08%
5-Year5.97%8.21%
10-Year0.00%7.85%
Last Bull Market18.58%22.28%
Last Bear Market-2.88%-18.84%

Annual Total Return (%) History

Year
HROAXCategory
2024
N/AN/A
2023
14.89%N/A
2022
-9.27%N/A
2021
-1.45%N/A
2020
10.28%4.24%
2019
13.08%18.81%
2018
-6.68%-5.81%
2017
8.43%13.46%
2016
N/A7.25%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.24%-0.36%5.27%N/A
20232.07%4.15%-0.41%8.52%
2022-7.40%-2.88%-5.37%6.60%
202110.52%2.48%-9.13%-4.25%
2020-20.04%18.97%7.02%8.32%
20197.16%1.94%-2.85%6.56%
2018-1.74%1.21%1.01%-7.11%
20173.22%0.43%2.33%2.21%
2016-1.23%3.36%3.79%N/A

Rank In Category (By Total Return)

YTD53
1-Month20
3-Month64
1-Year41
3-Year77
5-Year81

Load Adjusted Returns

1-Year18.25%
3-Year1.55%
5-Year4.78%
10-YearN/A