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SMDS Nikko US Bank Loan Fund Hedged 1410 (0P00014IST.T)

Tokyo - Tokyo Delayed price. Currency in JPY
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10,043.00+7.00 (+0.07%)
At close: 05:00AM JST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up1
Number of years down1
Best 1-yr total return (Invalid Date)5.62%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return5.62%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00014IST.TCategory
YTD0.75%0.00%
1-month0.18%0.00%
3-month0.54%0.00%
1-year4.44%0.00%
3-year0.87%0.00%
5-year0.85%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00014IST.TCategory
2024
N/AN/A
2023
5.62%N/A
2022
-5.33%N/A
2021
3.58%N/A
2020
-0.32%N/A
2019
4.18%N/A
2018
-3.64%N/A
2017
0.78%N/A
2016
3.76%N/A
2015
-1.69%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20240.57%N/AN/AN/A
20231.55%1.06%1.96%0.95%
2022-0.89%-4.60%-0.58%0.71%
20211.32%1.09%0.90%0.22%
2020-14.86%10.25%3.12%2.97%
20192.64%0.51%-0.13%1.12%
20180.14%-0.51%0.83%-4.08%
20170.08%0.19%0.28%0.23%
20160.39%0.73%1.71%0.87%
20151.75%0.16%-1.19%-2.37%

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-year4.44%
3-year0.87%
5-year0.85%
10-yearN/A