OTC Markets OTCPK - Delayed Quote USD

Barclays GlobalBeta Port 4 C Acc USD (0P0000S06B)

31.01 -0.04 (-0.12%)
At close: November 28 at 3:00 PM EST

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return 18.64%
Worst 1Y Total Return --
Best 3Y Total Return 18.64%
Worst 3Y Total Return 4.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000S06B
Category
YTD
10.17%
0.00%
1-Month
0.67%
0.00%
3-Month
2.01%
0.00%
1-Year
19.17%
0.00%
3-Year
4.74%
0.00%
5-Year
7.59%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000S06B
Category
2024
--
--
2023
12.08%
--
2022
-8.79%
--
2021
12.10%
--
2020
10.31%
--
2019
18.64%
--
2018
-4.10%
--
2017
12.69%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.15% 2.53% 1.51% --
2023 3.84% 2.17% -0.16% 5.82%
2022 -3.62% -7.54% -0.32% 2.69%
2021 1.56% 5.85% 0.34% 3.93%
2020 -13.61% 15.98% 2.54% 7.36%
2019 8.14% 5.00% 2.38% 2.06%
2018 -3.27% 3.36% 3.81% -7.61%
2017 4.38% 0.97% 2.26% 4.57%
2016 3.56% 5.54% 4.78% --

Rank in Category (By Total Return)

YTD 51
1-Month 7
3-Month 47
1-Year 72
3-Year 12
5-Year 22

Load Adjusted Returns

1-Year 12.92%
3-Year 2.88%
5-Year 6.43%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 51
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.58
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Barclays Investment Solutions Limited
Net Assets --
YTD Return 10.17%
Yield 0.00%
Morningstar Rating
Inception Date Sep 02, 2013

Fund Summary

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