OTC Markets OTCPK - Delayed Quote USD

JSS Sustainable Equity USA C USD acc (0P00012PYG)

435.73 -0.29 (-0.07%)
At close: October 24 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 6
Number of Years Down 3
Best 1Y Total Return 30.33%
Worst 1Y Total Return --
Best 3Y Total Return 30.33%
Worst 3Y Total Return 4.20%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00012PYG
Category
YTD
16.06%
0.00%
1-Month
1.14%
0.00%
3-Month
3.10%
0.00%
1-Year
28.57%
0.00%
3-Year
8.88%
0.00%
5-Year
13.89%
0.00%
10-Year
10.11%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00012PYG
Category
2024
--
--
2023
24.92%
--
2022
-19.00%
--
2021
25.36%
--
2020
20.72%
--
2019
30.33%
--
2018
-5.48%
--
2017
16.85%
--

2016
9.86%
--
2015
-11.87%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 9.48% 2.82% 3.10% --
2023 7.72% 7.26% -2.40% 10.77%
2022 -5.96% -15.31% -4.53% 6.53%
2021 6.20% 8.66% -1.16% 9.91%
2020 -20.43% 22.94% 9.69% 12.51%
2019 13.05% 5.71% 1.14% 7.83%
2018 0.26% 3.09% 7.93% -15.27%
2017 7.17% 3.43% 2.21% 3.14%
2016 -3.64% 0.35% 7.95% 5.24%
2015 1.79% -4.19% -10.11% 0.54%

2014 1.42% 5.80% -- --

Rank in Category (By Total Return)

YTD 81
1-Month 88
3-Month 90
1-Year 82
3-Year 65
5-Year 59

Load Adjusted Returns

1-Year 24.71%
3-Year 7.78%
5-Year 13.20%
10-Year 9.78%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 81
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.94
Morningstar Risk Rating

Fund Overview

Category --
Fund Family J. Safra Sarasin Fund Management (Luxembourg) S.A.
Net Assets --
YTD Return 16.06%
Yield 0.00%
Morningstar Rating
Inception Date Mar 22, 2022

Fund Summary

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