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OTC Markets OTCPK - Delayed Quote USD
Coronation Global Optimum Gr P USD Acc (0P0001MEKQ)
9.87
-0.05
(-0.46%)
As of March 7 at 3:00:00 PM EST. Market Open.
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 7.95% |
| 5y Average Return | 0.00% |
| Number of Years Up | 2 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Mar 7, 2025) | 12.49% |
| Worst 1Y Total Return (Mar 7, 2025) | -- |
| Best 3Y Total Return | 12.49% |
| Worst 3Y Total Return | -0.67% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001MEKQ
Category
- YTD
- 5.49%
- 0.00%
- 1-Month
- 5.49%
- 0.00%
- 3-Month
- 5.06%
- 0.00%
- 1-Year
- 19.20%
- 0.00%
- 3-Year
- 2.37%
- 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
0P0001MEKQ
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 5.70% | -0.24% | 10.46% | -3.94% |
| 2023 | 6.50% | 1.08% | -3.99% | 8.84% |
| 2022 | -11.35% | -17.19% | -6.08% | 12.93% |
| 2021 | -6.49% | -0.45% | -- | -- |
Rank in Category (By Total Return)
| YTD | 1 |
| 1-Month | 1 |
| 3-Month | 24 |
| 1-Year | 6 |
| 3-Year | 81 |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | 19.20% |
| 3-Year | 2.37% |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | 7.95% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 1 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.23 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Coronation Global Fund Managers (Ireland) Limited |
| Net Assets | 47.89M |
| YTD Return | 5.49% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 30, 2021 |
Fund Summary
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