Australia markets closed

CBP Select Chilton US Equities A (0P0001A16F)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
Add to watchlist
259.47-0.40 (-0.15%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up5
Number of years down2
Best 1-yr total return (Invalid Date)35.89%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return35.89%
Worst 3-yr total return6.07%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001A16FCategory
YTD16.77%0.00%
1-month4.06%0.00%
3-month9.17%0.00%
1-year24.09%0.00%
3-year4.46%0.00%
5-year11.59%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001A16FCategory
2024
N/AN/A
2023
16.33%N/A
2022
-21.94%N/A
2021
31.43%N/A
2020
18.33%N/A
2019
35.89%N/A
2018
-5.00%N/A
2017
20.30%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.89%-0.91%N/AN/A
20233.02%5.93%-4.09%11.14%
2022-8.45%-16.76%-5.14%7.98%
20213.13%10.12%2.73%12.66%
2020-15.34%15.71%12.95%6.94%
201916.76%8.41%2.21%5.04%
2018-2.84%5.01%8.83%-14.45%
20174.27%5.56%3.62%5.48%

Rank in category (by total return)

YTD64
1-month4
3-month4
1-year65
3-year84
5-year81

Load adjusted returns

1-year19.17%
3-year3.06%
5-year10.68%
10-yearN/A