UK markets close in 4 hours 3 minutes

New Capital China Equity USD Ord Acc (0P0000X1L2)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
Add to watchlist
124.13-0.18 (-0.14%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.62%
5-year average return-3.43%
Number of years up5
Number of years down6
Best 1-yr total return (17 Jun 2024)67.71%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return67.71%
Worst 3-yr total return-24.53%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000X1L2Category
YTD2.35%0.00%
1-month-0.18%0.00%
3-month4.60%0.00%
1-year-2.19%0.00%
3-year-25.20%0.00%
5-year-3.05%0.00%
10-year0.77%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000X1L2Category
2024
N/AN/A
2023
-14.08%N/A
2022
-41.26%N/A
2021
-14.82%N/A
2020
67.71%N/A
2019
23.41%N/A
2018
-22.92%N/A
2017
40.55%N/A
2016
-8.27%N/A
2015
-11.91%N/A
2014
22.71%N/A
2013
8.70%N/A
2012
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-3.44%N/AN/AN/A
20232.45%-9.81%-5.23%-1.88%
2022-22.12%-4.72%-22.20%1.74%
2021-3.81%10.82%-14.96%-6.03%
2020-7.23%24.98%14.85%25.95%
201915.47%-0.71%-3.76%11.84%
2018-0.85%-2.27%-10.24%-11.37%
201712.78%7.97%8.99%5.91%
2016-5.71%-8.23%14.08%-7.07%
20152.12%10.70%-23.28%1.57%
2014-8.50%2.63%14.47%14.15%
2013-1.34%-6.36%9.16%7.78%
201212.05%N/AN/AN/A

Rank in category (by total return)

YTD66
1-month84
3-month79
1-year54
3-year96
5-year61

Load adjusted returns

1-year-7.08%
3-year-26.47%
5-year-4.04%
10-year0.25%