OTC Markets OTCPK - Delayed Quote USD
Contrarius Global Balanced Institutional (0P0001BGI9)
40.63
+0.40
+(0.99%)
At close: June 8 at 8:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.86% |
| 5y Average Return | 20.09% |
| Number of Years Up | 10 |
| Number of Years Down | 6 |
| Best 1Y Total Return (Jun 6, 2025) | 38.42% |
| Worst 1Y Total Return (Jun 6, 2025) | -- |
| Best 3Y Total Return | 38.42% |
| Worst 3Y Total Return | -10.17% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001BGI9
Category
- YTD
- -5.95%
- 0.00%
- 1-Month
- -1.30%
- 0.00%
- 3-Month
- -10.59%
- 0.00%
- 1-Year
- 8.61%
- 0.00%
- 3-Year
- 2.27%
- 0.00%
- 5-Year
- 23.43%
- 0.00%
- 10-Year
- 3.86%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0001BGI9
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | -4.72% | -- | -- | -- |
| 2024 | -7.68% | -5.97% | 12.55% | 4.19% |
| 2023 | 5.50% | 1.79% | -0.53% | 8.09% |
| 2022 | 24.40% | -13.55% | -0.13% | 10.38% |
| 2021 | 28.82% | 10.61% | -6.63% | -5.14% |
| 2020 | -52.67% | 28.71% | 10.01% | 39.61% |
| 2019 | 11.56% | -12.85% | -10.79% | 8.54% |
| 2018 | 0.95% | 10.36% | -7.40% | -20.22% |
| 2017 | 3.82% | -9.04% | 8.76% | 6.56% |
| 2016 | 15.60% | 7.69% | 11.78% | -0.53% |
| 2015 | -0.50% | 1.67% | -16.28% | -0.59% |
| 2014 | -1.22% | 2.03% | -7.91% | 1.73% |
| 2013 | 7.37% | 4.30% | 8.53% | 8.80% |
| 2012 | 5.80% | -4.55% | 6.46% | -0.98% |
| 2011 | -0.27% | 0.59% | -9.12% | 5.48% |
| 2010 | 5.08% | -4.21% | 2.40% | 7.73% |
| 2009 | 0.20% | 28.84% | 27.11% | 3.23% |
Rank in Category (By Total Return)
| YTD | 94 |
| 1-Month | 84 |
| 3-Month | 97 |
| 1-Year | 19 |
| 3-Year | 76 |
| 5-Year | 1 |
Load Adjusted Returns
| 1-Year | 8.61% |
| 3-Year | 2.27% |
| 5-Year | 23.43% |
| 10-Year | 3.86% |
Performance & Risk
| YTD Return | 2.86% |
| 5y Average Return | 20.09% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 2.18 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Contrarius Investment Management Ltd |
| Net Assets | -- |
| YTD Return | -5.95% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 24, 2024 |
Fund Summary
Fund Summary Information Not Available
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