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SBI ESG Exclusionary Strategy Dir Gr (0P0000XVJV.BO)

Toronto - Toronto Delayed price. Currency in INR
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231.97+0.43 (+0.18%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.49%
5-year average return15.94%
Number of years up9
Number of years down1
Best 1-yr total return (1 May 2024)43.44%
Worst 1-yr total return (1 May 2024)N/A
Best 3-yr total return43.44%
Worst 3-yr total return10.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000XVJV.BOCategory
YTD1.39%0.00%
1-month1.30%0.00%
3-month1.39%0.00%
1-year31.77%0.00%
3-year16.00%0.00%
5-year15.45%0.00%
10-year15.27%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000XVJV.BOCategory
2024
N/AN/A
2023
25.44%N/A
2022
-1.68%N/A
2021
31.35%N/A
2020
14.43%N/A
2019
15.54%N/A
2018
4.52%N/A
2017
25.05%N/A
2016
5.32%N/A
2015
3.23%N/A
2014
43.44%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.39%N/AN/AN/A
2023-3.49%12.82%3.48%11.32%
2022-2.05%-10.81%9.54%2.75%
20215.23%9.00%10.88%3.28%
2020-28.26%18.44%9.16%23.37%
20195.89%3.50%0.46%4.94%
2018-3.11%5.09%0.74%1.90%
201711.62%3.24%1.23%7.19%
2016-1.27%7.00%7.70%-7.44%
20154.74%-0.23%-2.24%1.05%
20146.91%15.23%7.38%8.43%
20131.05%-1.81%10.21%N/A

Rank in category (by total return)

YTD69
1-month42
3-month69
1-year63
3-year16
5-year41

Load adjusted returns

1-year30.77%
3-year16.00%
5-year15.45%
10-year15.27%