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CTBC Taiwan Small-cap Fund (0P0000935E.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
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22.22+0.24 (+1.09%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.66%
5-year average return11.82%
Number of years up12
Number of years down4
Best 1-yr total return (14 Jun 2024)73.08%
Worst 1-yr total return (14 Jun 2024)N/A
Best 3-yr total return73.08%
Worst 3-yr total return-4.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000935E.TWCategory
YTD1.00%0.00%
1-month1.68%0.00%
3-month-4.37%0.00%
1-year15.00%0.00%
3-year4.88%0.00%
5-year10.49%0.00%
10-year8.73%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000935E.TWCategory
2024
N/AN/A
2023
35.59%N/A
2022
-24.30%N/A
2021
25.47%N/A
2020
14.76%N/A
2019
9.46%N/A
2018
-7.34%N/A
2017
32.61%N/A
2016
14.50%N/A
2015
8.58%N/A
2014
6.11%N/A
2013
44.24%N/A
2012
2.58%N/A
2011
-27.05%N/A
2010
17.94%N/A
2009
73.08%N/A
2008
-56.41%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.19%N/AN/AN/A
202314.18%8.47%3.64%5.63%
2022-8.05%-13.75%-4.18%-0.39%
202110.10%10.46%-7.35%11.36%
2020-17.71%28.35%0.47%8.15%
201911.62%-11.16%3.65%6.51%
20186.56%12.37%-18.15%-5.45%
201710.68%4.10%11.40%3.31%
20163.79%6.78%8.11%-4.43%
20156.58%7.39%-9.86%5.24%
201410.35%6.55%-9.33%-0.47%
20137.19%6.04%11.23%14.08%
201215.13%-10.90%2.88%-2.80%
2011-1.21%0.14%-18.37%-9.67%
2010-10.48%-5.32%23.60%12.58%
200913.74%13.29%21.11%10.92%
2008-5.75%-16.01%-24.51%-27.05%
200710.79%-24.71%N/AN/A

Rank in category (by total return)

YTD98
1-month61
3-month95
1-year92
3-year96
5-year99

Load adjusted returns

1-year12.70%
3-year4.18%
5-year10.04%
10-year8.51%