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ABR Dynamic Blend Equity and Voltlty ins (0P0001KE5O)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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172.60+1.84 (+1.08%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.20%
5-year average return9.81%
Number of years up4
Number of years down2
Best 1-yr total return (4 June 2024)48.94%
Worst 1-yr total return (4 June 2024)N/A
Best 3-yr total return48.94%
Worst 3-yr total return-1.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001KE5OCategory
YTD1.41%0.00%
1-month-4.58%0.00%
3-month0.67%0.00%
1-year8.25%0.00%
3-year-3.42%0.00%
5-year7.88%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001KE5OCategory
2024
N/AN/A
2023
11.55%N/A
2022
-26.91%N/A
2021
16.04%N/A
2020
48.94%N/A
2019
10.23%N/A
2018
-0.99%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.27%N/AN/AN/A
20233.57%5.47%-5.79%8.39%
2022-9.61%-16.83%-3.27%0.50%
20211.55%5.94%-0.85%8.79%
202037.28%3.69%2.16%2.42%
20194.24%2.35%-1.68%5.08%
20185.38%-2.15%4.46%-8.09%
2017-0.57%1.04%4.58%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year8.25%
3-year-3.42%
5-year7.88%
10-yearN/A