OTC Markets OTCPK - Delayed Quote USD

Polar Capital Global Tech R Inc (0P0000M88X)

111.06 -2.79 (-2.45%)
At close: December 30 at 3:00:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 31.93%
5y Average Return 16.22%
Number of Years Up 12
Number of Years Down 2
Best 1Y Total Return (Dec 30, 2024) 58.60%
Worst 1Y Total Return (Dec 30, 2024) --
Best 3Y Total Return 58.60%
Worst 3Y Total Return 0.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000M88X
Category
YTD
29.09%
0.00%
1-Month
5.34%
0.00%
3-Month
7.41%
0.00%
1-Year
36.23%
0.00%
3-Year
5.78%
0.00%
5-Year
16.45%
0.00%
10-Year
17.48%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000M88X
Category
2024
--
--
2023
53.08%
--
2022
-39.63%
--
2021
9.52%
--
2020
58.60%
--
2019
37.89%
--
2018
2.07%
--
2017
47.33%
--

2016
10.63%
--
2015
7.12%
--
2014
6.33%
--
2013
32.21%
--
2012
11.29%
--
2011
-13.07%
--
2010
33.76%
--
2009
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 16.01% 8.10% -2.28% --
2023 22.57% 12.52% -5.35% 17.28%
2022 -13.35% -24.54% -5.89% -1.89%
2021 -1.48% 8.19% -2.43% 5.31%
2020 -7.25% 31.85% 13.16% 14.61%
2019 19.38% 3.61% -0.87% 12.46%
2018 7.06% 5.19% 7.94% -16.03%
2017 16.45% 8.56% 9.10% 6.82%
2016 -5.38% 6.98% 14.78% -4.78%
2015 3.75% 1.67% -8.31% 10.76%

2014 -0.60% 4.41% -0.38% 2.84%
2013 5.20% 1.50% 11.91% 10.64%
2012 19.65% -12.01% 7.17% -1.36%
2011 4.21% -3.79% -19.07% 7.15%
2010 5.29% -8.91% 21.24% 15.03%
2009 10.14% -- -- --

Rank in Category (By Total Return)

YTD 23
1-Month 36
3-Month 40
1-Year 25
3-Year 28
5-Year 35

Load Adjusted Returns

1-Year 29.42%
3-Year 3.98%
5-Year 15.26%
10-Year 16.88%

Performance & Risk

YTD Return 31.93%
5y Average Return 16.22%
Rank in Category (ytd) 23
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.02
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Polar Capital LLP
Net Assets --
YTD Return 29.09%
Yield 0.00%
Morningstar Rating
Inception Date Jan 19, 2015

Fund Summary

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