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Shin Kong OTC Market Fund (0P00006AD0.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
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74.24-1.07 (-1.42%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return28.73%
5-year average return27.47%
Number of years up17
Number of years down8
Best 1-yr total return (21 Jun 2024)93.70%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return93.70%
Worst 3-yr total return-13.02%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00006AD0.TWCategory
YTD22.42%0.00%
1-month0.97%0.00%
3-month2.47%0.00%
1-year33.69%0.00%
3-year17.38%0.00%
5-year26.80%0.00%
10-year12.31%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00006AD0.TWCategory
2024
N/AN/A
2023
32.12%N/A
2022
-27.98%N/A
2021
70.40%N/A
2020
39.05%N/A
2019
22.45%N/A
2018
-16.51%N/A
2017
18.13%N/A
2016
2.57%N/A
2015
1.98%N/A
2014
5.69%N/A
2013
26.30%N/A
2012
8.36%N/A
2011
-27.65%N/A
2010
-16.05%N/A
2009
93.70%N/A
2008
-60.36%N/A
2007
9.72%N/A
2006
26.49%N/A
2005
31.09%N/A
2004
-13.70%N/A
2003
46.51%N/A
2002
-17.20%N/A
2001
47.43%N/A
2000
-34.01%N/A
1999
64.30%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202417.18%N/AN/AN/A
202319.20%3.52%1.52%5.47%
2022-9.42%-20.47%-0.80%0.79%
202120.69%14.81%3.33%19.01%
2020-19.90%33.72%7.55%20.70%
201910.58%-4.11%5.78%9.18%
20183.20%6.51%-11.93%-13.75%
20175.29%1.52%5.43%4.82%
20166.25%0.05%7.56%-10.29%
20156.47%1.81%-8.84%3.20%
20147.15%9.45%-10.46%0.65%
20139.95%7.55%0.11%6.68%
201216.29%-8.17%1.94%-0.46%
2011-3.10%-1.12%-19.09%-6.67%
2010-4.99%-15.34%6.47%-1.98%
200915.21%26.48%18.34%12.33%
2008-13.19%-20.45%-28.32%-19.92%
200715.46%18.27%3.72%-22.53%
20062.13%-4.21%8.32%19.37%
20055.82%-1.03%6.83%17.17%
200411.82%-22.36%0.48%-1.08%
2003-9.50%32.01%9.75%11.75%
200214.85%-17.35%-13.10%0.38%
200142.94%-16.43%-26.47%67.84%
200046.17%-14.40%-24.67%-29.99%
19991.52%30.57%0.92%22.82%

Rank in category (by total return)

YTD10
1-month72
3-month44
1-year56
3-year26
5-year18

Load adjusted returns

1-year31.68%
3-year16.79%
5-year26.42%
10-year12.14%