OTC Markets OTCPK - Delayed Quote USD
Mercer Pas Sus Gb Eq Fr A4-0.0750USD (0P0001LQSN)
137.07
+0.69
+(0.51%)
At close: May 1 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -1.18% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (May 1, 2025) | 25.80% |
| Worst 1Y Total Return (May 1, 2025) | -- |
| Best 3Y Total Return | 25.80% |
| Worst 3Y Total Return | 5.16% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001LQSN
Category
- YTD
- -3.02%
- 0.00%
- 1-Month
- -5.49%
- 0.00%
- 3-Month
- -3.02%
- 0.00%
- 1-Year
- 5.06%
- 0.00%
- 3-Year
- 6.90%
- 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
0P0001LQSN
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.82% | 4.21% | 5.89% | -1.83% |
| 2023 | 9.14% | 7.04% | -4.65% | 12.93% |
| 2022 | -7.66% | -16.23% | -7.45% | 9.53% |
| 2021 | 8.77% | 0.02% | 9.13% | -- |
Rank in Category (By Total Return)
| YTD | 78 |
| 1-Month | 92 |
| 3-Month | 78 |
| 1-Year | 42 |
| 3-Year | 22 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 5.06% |
| 3-Year | 6.90% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -1.18% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 78 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.04 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Mercer Global Investments Management Ltd |
| Net Assets | -- |
| YTD Return | -3.02% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Oct 16, 2023 |
Fund Summary
Fund Summary Information Not Available
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