OTC Markets OTCPK - Delayed Quote USD

JSS Sustainable Eq Tech Dis CUSD Dis (0P0001IVV5)

196.69
-0.11
(-0.06%)
At close: May 22 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 52.85%
Worst 1Y Total Return --
Best 3Y Total Return 52.85%
Worst 3Y Total Return 2.22%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001IVV5
Category
YTD
-8.36%
0.00%
1-Month
1.77%
0.00%
3-Month
-11.18%
0.00%
1-Year
1.20%
0.00%
3-Year
9.80%
0.00%
5-Year
11.01%
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
0P0001IVV5
Category
2025
--
--
2024
16.96%
--
2023
52.85%
--
2022
-38.22%
--
2021
16.00%
--
2020
49.02%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -9.95% -- -- --
2024 12.94% 5.63% -2.60% 0.65%
2023 20.38% 13.05% -3.55% 16.44%
2022 -12.36% -23.80% -11.40% 4.41%
2021 0.06% 8.81% -1.84% 8.54%
2020 -8.65% 30.17% 6.85% 17.29%

Rank in Category (By Total Return)

YTD 56
1-Month 60
3-Month 54
1-Year 77
3-Year 50
5-Year 58

Load Adjusted Returns

1-Year -1.84%
3-Year 8.70%
5-Year 10.34%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 56
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.00
Morningstar Risk Rating

Fund Overview

Category --
Fund Family J. Safra Sarasin Fund Management (Luxembourg) S.A.
Net Assets --
YTD Return -8.36%
Yield 0.00%
Morningstar Rating
Inception Date Nov 23, 2021

Fund Summary

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