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OTC Markets OTCPK - Delayed Quote USD

Orbis SICAV Global Bal Instl Inv (0P00014ZPR)

25.96
-0.16
(-0.61%)
At close: May 1 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return 18.65%
Worst 1Y Total Return --
Best 3Y Total Return 18.65%
Worst 3Y Total Return 0.86%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00014ZPR
Category
YTD
10.50%
0.00%
1-Month
3.71%
0.00%
3-Month
10.50%
0.00%
1-Year
15.58%
0.00%
3-Year
9.66%
0.00%
5-Year
15.83%
0.00%
10-Year
7.49%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00014ZPR
Category
2025
--
--
2024
11.40%
--
2023
11.58%
--
2022
2.98%
--
2021
6.85%
--
2020
9.19%
--
2019
10.76%
--
2018
-15.17%
--

2017
18.65%
--
2016
16.94%
--
2015
-3.39%
--
2014
-3.04%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 10.50% -- -- --
2024 6.51% 1.19% 8.49% -4.73%
2023 4.04% 0.89% -1.46% 7.87%
2022 7.26% -10.59% -7.39% 15.96%
2021 5.35% 2.85% -1.61% 0.23%
2020 -20.87% 14.34% 3.34% 16.77%
2019 4.22% -1.32% -0.92% 8.70%
2018 -1.23% -2.12% -0.19% -12.08%
2017 4.10% 4.64% 4.70% 4.04%
2016 4.45% 2.95% 7.80% 0.89%

2015 0.91% 1.39% -8.72% 3.45%
2014 -0.24% 4.18% -2.62% -4.20%
2013 4.79% 6.54% 4.96% --

Rank in Category (By Total Return)

YTD 1
1-Month 1
3-Month 1
1-Year 1
3-Year 1
5-Year 1

Load Adjusted Returns

1-Year 15.58%
3-Year 9.66%
5-Year 15.83%
10-Year 7.49%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 1
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.18
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Orbis Investment Management (Luxembourg) S.A.
Net Assets 1.79B
YTD Return 10.50%
Yield 0.00%
Morningstar Rating
Inception Date May 14, 2020

Fund Summary

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