UK markets closed

Capital Strategin Alpha (0P00006ALG.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
Add to watchlist
66.65-0.65 (-0.97%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.48%
5-year average return18.91%
Number of years up13
Number of years down5
Best 1-yr total return (21 Jun 2024)98.14%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return98.14%
Worst 3-yr total return0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00006ALG.TWCategory
YTD4.06%0.00%
1-month4.07%0.00%
3-month0.76%0.00%
1-year31.38%0.00%
3-year7.93%0.00%
5-year18.68%0.00%
10-year11.68%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00006ALG.TWCategory
2024
N/AN/A
2023
57.07%N/A
2022
-42.88%N/A
2021
47.17%N/A
2020
35.94%N/A
2019
40.75%N/A
2018
-11.92%N/A
2017
30.53%N/A
2016
6.18%N/A
2015
-0.85%N/A
2014
2.52%N/A
2013
18.70%N/A
2012
17.95%N/A
2011
-22.47%N/A
2010
12.02%N/A
2009
98.14%N/A
2008
-43.56%N/A
2007
16.86%N/A
2006
15.50%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.84%N/AN/AN/A
202325.77%3.67%1.56%18.61%
2022-9.99%-28.90%-6.63%-4.41%
202112.12%3.15%1.14%25.81%
2020-19.40%32.11%7.12%19.18%
201920.12%-2.28%9.58%9.42%
20181.17%9.72%-12.12%-9.70%
20176.11%4.99%8.65%7.84%
20167.40%-4.39%14.21%-9.46%
20157.38%0.80%-13.74%6.19%
20143.76%10.12%-9.64%-0.70%
20136.72%3.15%3.28%4.41%
201217.02%-8.50%7.21%2.76%
2011-0.95%-0.79%-15.81%-6.28%
2010-3.88%-4.04%16.63%4.13%
20099.18%28.86%24.69%12.94%
2008-6.37%-8.83%-19.69%-17.67%
200710.31%10.83%13.05%-15.45%
2006-2.74%1.55%2.20%14.42%

Rank in category (by total return)

YTD96
1-month7
3-month62
1-year67
3-year85
5-year74

Load adjusted returns

1-year29.41%
3-year7.39%
5-year18.32%
10-year11.51%