Nasdaq - Delayed Quote USD

Aperture Endeavour Equity Institutional (ATOMX)

13.56
0.00
(0.00%)
At close: December 18 at 8:00:06 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return -2.09%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Jan 23, 2024) 30.34%
Worst 1Y Total Return (Jan 23, 2024) --
Best 3Y Total Return 30.34%
Worst 3Y Total Return 4.53%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
ATOMX
Category
YTD
23.26%
9.95%
1-Month
3.44%
2.98%
3-Month
10.10%
8.22%
1-Year
23.26%
40.81%
3-Year
4.53%
19.17%
5-Year
0.00%
18.49%
10-Year
0.00%
11.83%
Last Bull Market
31.20%
21.12%
Last Bear Market
-11.64%
-20.34%

Annual Total Return (%) History

Year
ATOMX
Category
2023
23.26%
--
2022
-16.40%
--
2021
10.86%
--
2020
30.34%
32.67%
2019
--
30.40%

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 5.66% 5.64% 0.30% 10.10%
2022 -5.60% -11.64% -4.33% 4.75%
2021 3.71% 3.30% 0.68% 2.77%
2020 -16.77% 16.82% 11.25% 20.51%
2019 7.90% -- -- --

Rank in Category (By Total Return)

YTD 48
1-Month 93
3-Month 94
1-Year 48
3-Year 26
5-Year --

Load Adjusted Returns

1-Year 23.26%
3-Year 4.53%
5-Year --
10-Year --

Performance & Risk

YTD Return -2.09%
5y Average Return 0.00%
Rank in Category (ytd) 48
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category World Large-Stock Growth
Fund Family Aperture Investors
Net Assets 75.41M
YTD Return 23.26%
Yield 0.74%
Morningstar Rating
Inception Date Sep 30, 2019

Fund Summary

The fund normally invests at least 80% of its net assets, plus any borrowings for investment purposes, in equity securities. Equity securities include common stock, IPOs, private placements, depositary receipts (including ADRs, EDRs and GDRs), which are certificates typically issued by a bank or trust company that represent ownership interests in securities of non-U.S. companies, derivatives with economic characteristics similar to such securities, and securities of investment companies, including closed-end funds and ETFs. The fund is non-diversified.

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