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Nasdaq - Delayed Quote USD
Managed Portfolio Series - TorrayResolute Small/Mid Cap Growth Fund (TRSDX)
8.81
-0.00
(-0.01%)
At close: November 24 at 8:00:55 PM EST
Performance Overview
| Morningstar Return Rating | 2 |
| YTD Return | 10.93% |
| 5y Average Return | 0.00% |
| Number of Years Up | 4 |
| Number of Years Down | 2 |
| Best 1Y Total Return (Feb 4, 2019) | 39.56% |
| Worst 1Y Total Return (Feb 4, 2019) | -8.31% |
| Best 3Y Total Return | 39.56% |
| Worst 3Y Total Return | 6.21% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
TRSDX
Category
- YTD
- 13.76%
- 10.80%
- 1-Month
- 4.67%
- 4.43%
- 3-Month
- 6.25%
- 7.00%
- 1-Year
- 26.33%
- 48.17%
- 3-Year
- 24.26%
- 21.26%
- 5-Year
- 16.04%
- 20.18%
- 10-Year
- 0.00%
- 14.07%
- Last Bull Market
- 0.00%
- 27.14%
- Last Bear Market
- 0.00%
- -21.26%
Annual Total Return (%) History
Year
TRSDX
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2021 | -1.13% | 5.95% | -0.33% | -- |
| 2020 | -14.51% | 24.34% | 5.15% | 24.86% |
| 2019 | 12.98% | 8.65% | -1.52% | 7.43% |
| 2018 | 2.61% | 2.78% | 2.32% | -15.03% |
| 2017 | 5.96% | 3.00% | 5.46% | 5.87% |
| 2016 | 1.28% | 3.47% | 4.37% | -1.95% |
| 2015 | 9.10% | -3.57% | -12.74% | 2.29% |
Rank in Category (By Total Return)
| YTD | 94 |
| 1-Month | 66 |
| 3-Month | 70 |
| 1-Year | 86 |
| 3-Year | 74 |
| 5-Year | 85 |
Load Adjusted Returns
| 1-Year | 37.54% |
| 3-Year | 18.18% |
| 5-Year | 16.77% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 10.93% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.97 |
| Morningstar Risk Rating |
Fund Overview
| Category | Mid-Cap Growth |
| Fund Family | Torray Resolute |
| Net Assets | 15.89M |
| YTD Return | 13.76% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 31, 2014 |
Fund Summary
The investment seeks long-term capital appreciation. The fund invests at least 80% of its net assets, plus any borrowings for investment purposes, in common stocks of small and mid-capitalization companies organized in the United States that the Adviser believes should generate excess returns, as compared to the Russell 2500TM Growth Index, with below-market risk over time, namely companies with superior operating and financial characteristics and proven records of increasing earnings on a consistent and sustainable basis.
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