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Aspiration Redwood Fund: (MF: REDWX)
(NASDAQ Mutual Funds) As of May 23, 2025 08:00 PM ET
$17.00 USD
-0.12 (-0.70%)
Zacks MF Rank
4-Sell of 5 4
Latest Performance as of Apr 30, 2025
| Total Return %* | Percentile Rank Objective | |
|---|---|---|
| YTD | -2.49 | 49 |
| 3 months | -5.57 | 40 |
| 6 months | -2.10 | 54 |
| 1 Year | 3.94 | 86 |
| 3 Year | 6.78 | 69 |
| 5 Year | 12.96 | 52 |
| 10 Year | NA | NA |
* Annual for three years and beyond.
| Bull Market (9/02 - 10/07) | NA |
| Bear Market (10/07 - 2/09) | NA |
| Bull Market (2/09 - 3/21) | NA |
Load Adjusted Returns as of Apr 30, 2025
| 1 Year | -3.57 |
| 5 Year | 16.44 |
| 10 Year | NA |
| Since Inception | 10.55 |
Quarterly Return
| 1st Qtr. | 2nd Qtr. | 3rd Qtr. | 4th Qtr. | |
|---|---|---|---|---|
| 2025 | -3.79 | NA | NA | NA |
| 2024 | 7.93 | 0.27 | 0.66 | -0.70 |
| 2023 | 5.92 | 7.46 | -4.18 | 12.98 |
| 2022 | -8.09 | -15.25 | -4.60 | 7.28 |
| 2021 | 7.15 | 6.92 | -1.43 | 12.39 |
| 2020 | -29.73 | 29.65 | 7.76 | 18.04 |
Annual Return
| 2025 | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | |
|---|---|---|---|---|---|---|---|---|---|---|
| % Total Return | -2.49 | 8.18 | 23.23 | -20.28 | 26.92 | 15.89 | 37.31 | -8.45 | 22.49 | 17.09 |
| % Total Return Rel to Index | 2.42 | -16.83 | -3.00 | -2.07 | -1.75 | -2.50 | 5.82 | -4.06 | 0.70 | 5.15 |
| % Total Return Rel to Peer | -0.30 | -7.65 | 7.95 | -9.49 | 2.58 | 7.68 | 11.67 | -0.89 | 5.08 | 5.77 |
| % Perf Quintile vs Peer* | 0.00 | 0.00 | 2.00 | 5.00 | 2.00 | 2.00 | 1.00 | 4.00 | 1.00 | 1.00 |
| % Dividends | 0.00 | 0.04 | 0.07 | 0.12 | 0.21 | 0.00 | 0.60 | 0.11 | 0.06 | 0.20 |
| % Yield | 0.00 | 0.25 | 0.25 | 0.83 | 1.09 | 0.00 | 4.20 | 0.96 | 0.47 | 1.79 |
| Capital Gains ($) | 0.00 | 1.23 | 0.00 | 0.21 | 1.53 | 0.00 | 0.59 | 0.90 | 0.51 | 0.34 |
| Expense Ratio | 0.00 | 0.77 | 0.62 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.50 | 0.00 |
* 1 = Top 20%, 5 = Bottom 20%