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BEA Union Investment Asia Strat Gr R(2) (0P000099XW)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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42.57+0.15 (+0.35%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return17.17%
5-year average return5.32%
Number of years up13
Number of years down7
Best 1-yr total return (27 May 2024)66.63%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return66.63%
Worst 3-yr total return-10.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000099XWCategory
YTD9.87%0.00%
1-month0.48%0.00%
3-month10.54%0.00%
1-year15.44%0.00%
3-year-8.75%0.00%
5-year1.97%0.00%
10-year2.54%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000099XWCategory
2024
N/AN/A
2023
4.92%N/A
2022
-27.34%N/A
2021
-4.78%N/A
2020
31.09%N/A
2019
19.42%N/A
2018
-19.37%N/A
2017
41.56%N/A
2016
2.31%N/A
2015
-12.13%N/A
2014
-2.83%N/A
2013
6.31%N/A
2012
21.27%N/A
2011
-19.18%N/A
2010
15.89%N/A
2009
66.63%N/A
2008
-51.72%N/A
2007
37.11%N/A
2006
27.90%N/A
2005
21.93%N/A
2004
9.13%N/A
2003
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.35%N/AN/AN/A
20232.38%-1.86%-1.51%6.03%
2022-8.45%-14.67%-14.08%8.25%
20210.65%9.34%-14.21%0.85%
2020-17.24%20.86%10.22%18.91%
201910.92%-1.16%-3.38%12.74%
20181.42%-7.59%-2.08%-12.15%
201712.50%8.23%5.97%9.71%
20162.10%1.37%7.09%-7.69%
20154.18%-1.47%-18.40%4.91%
2014-3.01%4.95%-3.72%-0.85%
2013-0.51%-4.21%6.92%4.33%
201212.23%-6.20%8.95%5.73%
20111.12%0.52%-23.94%4.54%
2010-0.61%-6.27%17.25%6.10%
20091.50%28.56%18.49%7.76%
2008-17.27%-6.44%-22.84%-19.17%
20076.63%18.11%13.28%-3.90%
20066.91%-2.61%4.78%17.23%
20051.92%1.58%7.66%9.39%
20046.69%-10.84%4.19%10.10%
200316.55%N/AN/AN/A

Rank in category (by total return)

YTD2
1-month76
3-month21
1-year4
3-year47
5-year38

Load adjusted returns

1-year9.66%
3-year-10.30%
5-year0.92%
10-year2.02%