OTC Markets OTCPK - Delayed Quote USD
S4A US Equity ESG R", (0P0001S169)
107.28
+0.14
+(0.13%)
At close: April 30 at 4:00:00 PM EDT
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.46% |
| 5y Average Return | 0.00% |
| Number of Years Up | 1 |
| Number of Years Down | -- |
| Best 1Y Total Return (Apr 30, 2025) | 11.60% |
| Worst 1Y Total Return (Apr 30, 2025) | -- |
| Best 3Y Total Return | 11.60% |
| Worst 3Y Total Return | -- |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001S169
Category
- YTD
- -2.58%
- 0.00%
- 1-Month
- -5.06%
- 0.00%
- 3-Month
- -2.58%
- 0.00%
- 1-Year
- 0.98%
- 0.00%
- 3-Year
- 0.00%
- 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
0P0001S169
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 7.67% | -2.71% | 10.09% | -3.22% |
Rank in Category (By Total Return)
| YTD | 12 |
| 1-Month | 22 |
| 3-Month | 12 |
| 1-Year | 85 |
| 3-Year | -- |
| 5-Year | -- |
Load Adjusted Returns
| 1-Year | -4.07% |
| 3-Year | -- |
| 5-Year | -- |
| 10-Year | -- |
Performance & Risk
| YTD Return | -6.46% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 12 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | -- |
| Morningstar Risk Rating | -- |
Fund Overview
| Category | -- |
| Fund Family | Source For Alpha AG |
| Net Assets | 29.7M |
| YTD Return | -2.58% |
| Yield | -- |
| Morningstar Rating | -- |
| Inception Date | Dec 01, 2023 |
Fund Summary
Fund Summary Information Not Available
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