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CBP Select Chilton US Equities B (0P0001A16G)
Other OTC - Other OTC Delayed price. Currency in USD
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245.93
+0.21
(+0.09%)
At close: 04:00PM EDT
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.00%
5-year average return
0.00%
Number of years up
5
Number of years down
2
Best 1-yr total return (Invalid Date)
36.35%
Worst 1-yr total return (Invalid Date)
N/A
Best 3-yr total return
36.35%
Worst 3-yr total return
6.46%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001A16G
Category
YTD
6.00%
0.00%
1-month
-4.49%
0.00%
3-month
1.55%
0.00%
1-year
17.48%
0.00%
3-year
4.75%
0.00%
5-year
10.77%
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
0P0001A16G
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
10.98%
N/A
N/A
N/A
2023
3.20%
6.02%
-4.01%
11.23%
2022
-8.32%
-16.69%
-4.99%
7.97%
2021
3.21%
10.19%
2.80%
12.75%
2020
-15.30%
15.78%
13.05%
7.11%
2019
16.85%
8.49%
2.28%
5.17%
2018
-2.76%
5.10%
8.91%
-14.38%
2017
4.36%
5.62%
3.70%
5.50%
Rank in category (by total return)
YTD
37
1-month
69
3-month
88
1-year
81
3-year
74
5-year
64
Load adjusted returns
1-year
13.96%
3-year
3.69%
5-year
10.10%
10-year
N/A
Data disclaimer
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