OTC Markets OTCPK - Delayed Quote USD
IFS US Systematic Momentum Strat. USD I (0P0001IV4C)
178.36
+0.16
+(0.09%)
At close: April 30 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 36.65% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 36.65% |
| Worst 3Y Total Return | 6.53% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001IV4C
Category
- YTD
- -7.24%
- 0.00%
- 1-Month
- -6.80%
- 0.00%
- 3-Month
- -7.24%
- 0.00%
- 1-Year
- 8.95%
- 0.00%
- 3-Year
- 7.37%
- 0.00%
- 5-Year
- 15.63%
- 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
0P0001IV4C
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 16.34% | 7.02% | 4.47% | 5.06% |
| 2023 | 1.84% | 4.16% | -5.05% | 10.73% |
| 2022 | -3.70% | -14.30% | -4.18% | 6.62% |
| 2021 | 7.86% | 6.34% | 1.52% | 11.61% |
| 2020 | -17.31% | 16.53% | 7.34% | 6.68% |
Rank in Category (By Total Return)
| YTD | 98 |
| 1-Month | 96 |
| 3-Month | 98 |
| 1-Year | 6 |
| 3-Year | 4 |
| 5-Year | 3 |
Load Adjusted Returns
| 1-Year | 6.77% |
| 3-Year | 6.65% |
| 5-Year | 15.16% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 98 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.38 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | VP Fund Solutions (Liechtenstein) AG |
| Net Assets | 32.94M |
| YTD Return | -7.24% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Nov 19, 2019 |
Fund Summary
Fund Summary Information Not Available
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