OTC Markets OTCPK - Delayed Quote USD
Polar Capital Healthcare Opps R Acc (0P0001JDIB)
66.59
-0.33
(-0.49%)
At close: May 1 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -2.99% |
| 5y Average Return | 6.86% |
| Number of Years Up | 3 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 1, 2025) | 9.54% |
| Worst 1Y Total Return (May 1, 2025) | -- |
| Best 3Y Total Return | 9.54% |
| Worst 3Y Total Return | 1.74% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001JDIB
Category
- YTD
- -6.09%
- 0.00%
- 1-Month
- -5.88%
- 0.00%
- 3-Month
- -6.09%
- 0.00%
- 1-Year
- -10.86%
- 0.00%
- 3-Year
- 2.18%
- 0.00%
- 5-Year
- 0.00%
- 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
0P0001JDIB
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 11.11% | 0.37% | 7.26% | -11.83% |
| 2023 | -0.13% | 8.83% | -10.08% | 12.09% |
| 2022 | -7.27% | -12.20% | 2.86% | 8.85% |
| 2021 | -0.33% | 5.89% | 2.02% | 0.70% |
| 2020 | 2.48% | 13.52% | -- | -- |
Rank in Category (By Total Return)
| YTD | 94 |
| 1-Month | 86 |
| 3-Month | 94 |
| 1-Year | 90 |
| 3-Year | 14 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -15.31% |
| 3-Year | 0.44% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -2.99% |
| 5y Average Return | 6.86% |
| Rank in Category (ytd) | 94 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.93 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Polar Capital LLP |
| Net Assets | -- |
| YTD Return | -6.09% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 09, 2018 |
Fund Summary
Fund Summary Information Not Available
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