OTC Markets OTCPK - Delayed Quote USD

JPMorgan (Taiwan) Global Growth Fund (0P0001LEXU)

11.32 +0.01 (+0.09%)
As of August 27 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 21.98%
5y Average Return 0.00%
Number of Years Up 2
Number of Years Down 1
Best 1Y Total Return (Aug 27, 2024) 35.08%
Worst 1Y Total Return (Aug 27, 2024) --
Best 3Y Total Return 35.08%
Worst 3Y Total Return -2.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001LEXU
Category
YTD
19.50%
0.00%
1-Month
-1.68%
0.00%
3-Month
8.51%
0.00%
1-Year
27.91%
0.00%
3-Year
-0.12%
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
0P0001LEXU
Category
2024
--
--
2023
35.08%
--
2022
-37.09%
--
2021
9.20%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 14.98% 5.72% -- --
2023 14.41% 7.76% -4.96% 15.28%
2022 -17.95% -23.10% -5.08% 5.05%
2021 2.00% 9.41% -2.69% 0.55%

Rank in Category (By Total Return)

YTD 4
1-Month 79
3-Month 8
1-Year 3
3-Year 56
5-Year --

Load Adjusted Returns

1-Year 24.07%
3-Year -1.13%
5-Year --
10-Year --

Performance & Risk

YTD Return 21.98%
5y Average Return 0.00%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category --
Fund Family JPMorgan Asset Management (Taiwan) Ltd
Net Assets --
YTD Return 19.50%
Yield 0.00%
Morningstar Rating
Inception Date Nov 12, 2004

Fund Summary

Related Tickers