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CBP Select Chilton US Equities B (0P0001A16G)

Other OTC - Other OTC Delayed price. Currency in USD
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242.60-0.62 (-0.25%)
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)36.35%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return36.35%
Worst 3-yr total return6.46%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001A16GCategory
YTD10.98%0.00%
1-month2.50%0.00%
3-month10.98%0.00%
1-year25.64%0.00%
3-year9.07%0.00%
5-year13.16%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001A16GCategory
2024
N/AN/A
2023
16.83%N/A
2022
-21.65%N/A
2021
31.82%N/A
2020
18.74%N/A
2019
36.35%N/A
2018
-4.70%N/A
2017
20.59%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.98%N/AN/AN/A
20233.20%6.02%-4.01%11.23%
2022-8.32%-16.69%-4.99%7.97%
20213.21%10.19%2.80%12.75%
2020-15.30%15.78%13.05%7.11%
201916.85%8.49%2.28%5.17%
2018-2.76%5.10%8.91%-14.38%
20174.36%5.62%3.70%5.50%

Rank in category (by total return)

YTD23
1-month84
3-month23
1-year76
3-year63
5-year59

Load adjusted returns

1-year21.87%
3-year7.96%
5-year12.47%
10-yearN/A