OTC Markets OTCPK - Delayed Quote USD

LO Funds Planetary Transition USD SA (0P0001JUB5)

18.62
+0.01
+(0.06%)
At close: May 7 at 4:00:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return 16.69%
Worst 1Y Total Return --
Best 3Y Total Return 16.69%
Worst 3Y Total Return -0.96%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001JUB5
Category
YTD
-1.23%
0.00%
1-Month
1.21%
0.00%
3-Month
-3.91%
0.00%
1-Year
3.53%
0.00%
3-Year
2.61%
0.00%
5-Year
9.22%
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
0P0001JUB5
Category
2025
--
--
2024
8.23%
--
2023
9.47%
--
2022
-18.00%
--
2021
16.69%
--
2020
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.41% -- -- --
2024 5.30% 1.16% 7.21% -5.23%
2023 9.41% 1.41% -8.43% 7.75%
2022 -2.83% -16.21% -6.70% 7.95%
2021 4.07% 5.16% 0.43% 6.16%
2020 18.88% 11.91% 13.80% --

Rank in Category (By Total Return)

YTD 65
1-Month 79
3-Month 60
1-Year 44
3-Year 47
5-Year 43

Load Adjusted Returns

1-Year 3.53%
3-Year 2.61%
5-Year 9.22%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 65
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.04
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Lombard Odier Funds (Europe) SA
Net Assets --
YTD Return -1.23%
Yield 0.00%
Morningstar Rating
Inception Date Mar 16, 2020

Fund Summary

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