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SuMi TRUST Japan Small Cap B JPY Acc (0P0000Z28K.T)

Tokyo - Tokyo Delayed price. Currency in JPY
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28,156.70-53.90 (-0.19%)
At close: 05:00AM JST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.33%
5-year average return3.24%
Number of years up8
Number of years down2
Best 1-yr total return (16 May 2024)47.15%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return47.15%
Worst 3-yr total return-4.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Z28K.TCategory
YTD3.36%0.00%
1-month-5.06%0.00%
3-month0.98%0.00%
1-year6.01%0.00%
3-year-4.16%0.00%
5-year2.01%0.00%
10-year8.31%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Z28K.TCategory
2024
N/AN/A
2023
4.60%N/A
2022
-18.29%N/A
2021
2.80%N/A
2020
18.00%N/A
2019
18.01%N/A
2018
-21.77%N/A
2017
47.15%N/A
2016
3.86%N/A
2015
25.77%N/A
2014
7.52%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.86%N/AN/AN/A
20231.34%11.77%-6.15%-1.60%
2022-15.69%-12.03%6.26%3.68%
20214.55%2.24%2.38%-6.06%
2020-22.94%26.59%15.87%4.40%
201911.40%-5.38%-0.32%12.31%
20183.39%1.29%0.13%-25.39%
20177.19%11.24%10.98%11.20%
20162.36%-3.60%1.72%3.47%
20155.40%8.96%-6.23%16.79%
2014-4.23%6.40%4.61%0.86%
201311.40%7.79%N/AN/A

Rank in category (by total return)

YTD76
1-month91
3-month86
1-year82
3-year88
5-year91

Load adjusted returns

1-year6.01%
3-year-4.16%
5-year2.01%
10-year8.31%