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Value Partners Classic C NZD H (0P00012JSU.NZ)

NZSE - NZSE Delayed price. Currency in NZD
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14.13+0.06 (+0.43%)
At close: 08:00AM NZST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.24%
5-year average return-3.16%
Number of years up4
Number of years down5
Best 1-yr total return (29 Apr 2024)45.94%
Worst 1-yr total return (29 Apr 2024)N/A
Best 3-yr total return45.94%
Worst 3-yr total return-15.80%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00012JSU.NZCategory
YTD-1.01%0.00%
1-month1.11%0.00%
3-month-1.01%0.00%
1-year-10.59%0.00%
3-year-16.64%0.00%
5-year-3.46%0.00%
10-year3.32%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00012JSU.NZCategory
2024
N/AN/A
2023
-6.81%N/A
2022
-29.78%N/A
2021
-8.77%N/A
2020
31.24%N/A
2019
30.76%N/A
2018
-23.35%N/A
2017
45.94%N/A
2016
-2.66%N/A
2015
0.90%N/A
2014
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-1.01%N/AN/AN/A
20233.17%-6.67%-3.57%0.36%
2022-21.02%-2.04%-17.56%10.10%
20212.03%5.67%-12.58%-3.21%
2020-18.82%21.16%8.47%23.01%
201920.90%-2.82%-2.15%13.73%
20182.50%-6.26%-5.97%-15.16%
201711.03%10.53%11.35%6.80%
2016-9.85%1.25%13.79%-6.29%
20157.17%13.68%-21.46%5.45%
20144.76%9.19%8.77%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year-15.06%
3-year-18.06%
5-year-4.44%
10-year2.79%