Nasdaq - Delayed Quote USD
Starboard Investment Trust - QCI Balanced Fund (QCIBX)
7.44
-0.01
(-0.10%)
At close: November 7 at 8:01:24 PM EST
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -12.46% |
| 5y Average Return | 5.50% |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Sep 20, 2022) | 17.32% |
| Worst 1Y Total Return (Sep 20, 2022) | -- |
| Best 3Y Total Return | 17.32% |
| Worst 3Y Total Return | 5.35% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
QCIBX
Category
- YTD
- -12.46%
- 9.69%
- 1-Month
- -6.42%
- 0.91%
- 3-Month
- 2.09%
- 5.21%
- 1-Year
- -9.75%
- 27.06%
- 3-Year
- 3.95%
- 11.00%
- 5-Year
- 5.50%
- 10.26%
- 10-Year
- 0.00%
- 8.34%
- Last Bull Market
- 18.18%
- 15.58%
- Last Bear Market
- -9.48%
- -12.16%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 19 |
| 1-Month | 14 |
| 3-Month | 12 |
| 1-Year | 23 |
| 3-Year | 47 |
| 5-Year | 29 |
Load Adjusted Returns
| 1-Year | -8.84% |
| 3-Year | 5.33% |
| 5-Year | 6.40% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -12.46% |
| 5y Average Return | 5.50% |
| Rank in Category (ytd) | 19 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.79 |
| Morningstar Risk Rating |
Fund Overview
| Category | Allocation--50% to 70% Equity |
| Fund Family | Nottingham |
| Net Assets | 9.68M |
| YTD Return | -12.46% |
| Yield | 0.60% |
| Morningstar Rating | |
| Inception Date | Jan 30, 2014 |
Fund Summary
The fund seeks to balance current income and principal conservation with the opportunity for long-term growth. The Advisor seeks to achieve the fund's investment objective by investing in a diverse portfolio of corporate, agency, and U.S. government fixed income securities, preferred stock, common stock of primarily large and mid-capitalization issuers, and derivative securities. Allocation to equity and fixed income securities will range from 25% to 75% of assets.
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