Toronto - Free Realtime Quote CAD
Palos Income Fund LP (0P0000NRGV.TO)
9.01
+0.06
+(0.62%)
As of May 27 at 4:00:00 PM EDT. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 4.82% |
| 5y Average Return | 14.37% |
| Number of Years Up | 18 |
| Number of Years Down | 5 |
| Best 1Y Total Return (May 29, 2025) | 24.98% |
| Worst 1Y Total Return (May 29, 2025) | -- |
| Best 3Y Total Return | 24.98% |
| Worst 3Y Total Return | 4.23% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000NRGV.TO
Category
- 年初至今
- -1.90%
- 0.00%
- 1-Month
- -0.58%
- 0.00%
- 3-Month
- -1.96%
- 0.00%
- 1-Year
- 7.84%
- 0.00%
- 3-Year
- 5.32%
- 0.00%
- 5-Year
- 14.02%
- 0.00%
- 10-Year
- 7.04%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
年份
0P0000NRGV.TO
Category
Past Quarterly Returns
| 年份 | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -1.33% | -- | -- | -- |
| 2024 | 6.51% | -2.19% | 9.18% | 0.79% |
| 2023 | 5.38% | -1.14% | -1.56% | 7.06% |
| 2022 | 3.47% | -16.56% | -1.62% | 8.38% |
| 2021 | 7.11% | 7.65% | 1.14% | 2.42% |
| 2020 | -28.05% | 22.19% | 9.37% | 19.48% |
| 2019 | 10.75% | 1.37% | -1.52% | 7.04% |
| 2018 | -2.95% | 3.16% | -0.03% | -15.06% |
| 2017 | 1.42% | -0.04% | 4.04% | 6.70% |
| 2016 | 2.83% | 5.51% | 5.78% | 4.54% |
| 2015 | 4.18% | 1.24% | -9.33% | 3.50% |
| 2014 | 4.89% | 7.84% | -2.41% | -5.42% |
| 2013 | 6.91% | 1.33% | 5.07% | 9.80% |
| 2012 | 2.26% | -4.56% | 6.18% | 1.79% |
| 2011 | 4.79% | -2.02% | -11.79% | 6.41% |
| 2010 | 6.47% | -3.81% | 11.02% | 7.09% |
| 2009 | -2.55% | 18.85% | 12.44% | 7.02% |
| 2008 | -0.96% | 4.01% | -12.74% | -24.01% |
| 2007 | 5.51% | 9.89% | -0.84% | 2.01% |
| 2006 | 5.89% | -2.32% | 3.49% | -6.18% |
| 2005 | 8.01% | -0.12% | 7.39% | -0.17% |
| 2004 | 8.73% | -3.52% | 8.19% | 7.91% |
| 2003 | 2.95% | 13.38% | 1.79% | 11.14% |
| 2002 | 15.81% | 1.19% | -0.22% | -0.37% |
| 2001 | 8.17% | -- | -- | -- |
Rank in Category (By Total Return)
Rank in Category (By Total Return) Information Not Available
Load Adjusted Returns
| 1-Year | 7.84% |
| 3-Year | 5.32% |
| 5-Year | 14.02% |
| 10-Year | 7.04% |
Performance & Risk
| YTD Return | 4.82% |
| 5y Average Return | 14.37% |
| Rank in Category (ytd) | -- |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | Palos Management Inc |
| Net Assets | 84.12M |
| YTD Return | -1.90% |
| Yield | 7.11% |
| Morningstar Rating | -- |
| Inception Date | Sep 03, 2001 |
Fund Summary
Fund Summary Information Not Available
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