OTC Markets OTCPK - Delayed Quote USD

Indosuez Funds Global Trends P (0P0001829R)

202.29 +1.70 (+0.85%)
At close: September 13 at 4:00 PM EDT

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 27.60%
Worst 1Y Total Return --
Best 3Y Total Return 27.60%
Worst 3Y Total Return -0.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001829R
Category
YTD
17.34%
0.00%
1-Month
2.30%
0.00%
3-Month
4.29%
0.00%
1-Year
23.20%
0.00%
3-Year
2.43%
0.00%
5-Year
9.62%
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
0P0001829R
Category
2024
--
--
2023
25.49%
--
2022
-28.59%
--
2021
13.33%
--
2020
22.25%
--
2019
27.60%
--
2018
-14.24%
--
2017
21.15%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 11.71% 3.12% -- --
2023 9.24% 9.16% -4.73% 10.46%
2022 -10.71% -18.50% -5.40% 3.74%
2021 1.86% 5.91% -2.35% 7.57%
2020 -17.87% 18.28% 7.92% 16.61%
2019 13.35% 4.71% -0.38% 7.91%
2018 0.04% -1.55% 4.09% -16.35%
2017 8.13% 3.06% 3.96% 4.58%
2016 6.61% -1.78% -- --

Rank in Category (By Total Return)

YTD 20
1-Month 75
3-Month 69
1-Year 31
3-Year 31
5-Year 54

Load Adjusted Returns

1-Year 18.30%
3-Year 1.06%
5-Year 8.74%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 20
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category --
Fund Family CA Indosuez Wealth (Asset Management)
Net Assets --
YTD Return 17.34%
Yield 0.00%
Morningstar Rating
Inception Date Mar 26, 2018

Fund Summary

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