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Heptagon Yacktman US Equity I USD Acc (0P0000SYD7)

Other OTC - Other OTC Delayed price. Currency in USD
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347.77+0.45 (+0.13%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.33%
5-year average return11.11%
Number of years up10
Number of years down2
Best 1-yr total return (16 May 2024)25.92%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return25.92%
Worst 3-yr total return4.13%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000SYD7Category
YTD3.59%0.00%
1-month-3.23%0.00%
3-month3.93%0.00%
1-year11.77%0.00%
3-year4.04%0.00%
5-year9.92%0.00%
10-year8.86%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000SYD7Category
2024
N/AN/A
2023
12.14%N/A
2022
-8.91%N/A
2021
20.34%N/A
2020
18.10%N/A
2019
17.59%N/A
2018
2.59%N/A
2017
15.53%N/A
2016
10.04%N/A
2015
-6.86%N/A
2014
10.17%N/A
2013
25.92%N/A
2012
9.28%N/A
2011
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.05%N/AN/AN/A
20231.07%2.80%-1.77%9.87%
2022-1.21%-12.04%-4.95%10.28%
20219.56%3.44%0.85%5.29%
2020-18.87%14.69%6.01%19.74%
20197.32%3.18%-0.12%6.32%
2018-1.17%3.38%4.11%-3.56%
20176.14%0.60%1.07%7.05%
20163.90%2.03%1.05%2.72%
2015-3.78%-2.17%-5.50%4.70%
20140.51%3.66%0.58%5.13%
201311.51%3.80%2.07%6.58%
20127.23%-0.97%3.57%-0.64%
20112.54%-9.53%8.67%N/A

Rank in category (by total return)

YTD64
1-month29
3-month46
1-year73
3-year72
5-year32

Load adjusted returns

1-year5.17%
3-year1.95%
5-year8.59%
10-year8.20%