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Ostrum SRI US Equity I (C) USD (0P0001576K)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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24,542.50-93.40 (-0.38%)
As of 04:00PM EDT. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.56%
5-year average return11.98%
Number of years up7
Number of years down2
Best 1-yr total return (23 June 2024)26.80%
Worst 1-yr total return (23 June 2024)N/A
Best 3-yr total return26.80%
Worst 3-yr total return5.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001576KCategory
YTD9.61%0.00%
1-month4.82%0.00%
3-month3.00%0.00%
1-year24.08%0.00%
3-year6.26%0.00%
5-year12.61%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001576KCategory
2024
N/AN/A
2023
22.92%N/A
2022
-21.05%N/A
2021
26.80%N/A
2020
16.34%N/A
2019
26.50%N/A
2018
-6.71%N/A
2017
18.33%N/A
2016
7.95%N/A
2015
0.36%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.49%N/AN/AN/A
20237.06%8.32%-4.31%10.77%
2022-6.20%-16.81%-5.37%6.92%
20216.06%7.88%0.09%10.72%
2020-20.71%19.65%9.48%12.01%
201913.16%3.09%0.90%7.46%
2018-0.63%3.58%7.60%-15.76%
20174.56%2.59%3.99%6.08%
20160.89%2.24%2.95%1.66%
20150.95%0.26%-6.41%5.95%

Rank in category (by total return)

YTD61
1-month30
3-month57
1-year73
3-year68
5-year69

Load adjusted returns

1-year24.08%
3-year6.26%
5-year12.61%
10-yearN/A