OTC Markets OTCPK - Delayed Quote USD

OpenWorld plc - Russell Investments Global Low Carbon Equity Fund (0P0001C8Z7)

1,971.17 -13.15 (-0.66%)
At close: August 22 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 14.13%
5y Average Return 12.90%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Aug 22, 2024) 27.74%
Worst 1Y Total Return (Aug 22, 2024) --
Best 3Y Total Return 27.74%
Worst 3Y Total Return 5.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001C8Z7
Category
YTD
12.93%
0.00%
1-Month
1.57%
0.00%
3-Month
8.37%
0.00%
1-Year
17.19%
0.00%
3-Year
6.77%
0.00%
5-Year
12.11%
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
0P0001C8Z7
Category
2024
--
--
2023
23.68%
--
2022
-17.61%
--
2021
21.71%
--
2020
16.51%
--
2019
27.74%
--
2018
-8.84%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 8.49% 2.49% -- --
2023 8.01% 6.82% -3.77% 11.40%
2022 -5.47% -16.19% -5.08% 9.56%
2021 4.93% 7.72% -0.06% 7.75%
2020 -20.73% 19.35% 7.88% 14.16%
2019 12.22% 4.24% 0.67% 8.48%
2018 -1.40% 1.56% 5.10% -13.38%

Rank in Category (By Total Return)

YTD 28
1-Month 43
3-Month 20
1-Year 29
3-Year 16
5-Year 14

Load Adjusted Returns

1-Year 17.19%
3-Year 6.77%
5-Year 12.11%
10-Year --

Performance & Risk

YTD Return 14.13%
5y Average Return 12.90%
Rank in Category (ytd) 28
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Russell Investments Ireland Limited
Net Assets --
YTD Return 12.93%
Yield 0.00%
Morningstar Rating
Inception Date Dec 04, 2020

Fund Summary

Related Tickers