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United Global Durable Equities USD Acc (0P00016JD0)

Other OTC - Other OTC Delayed price. Currency in USD
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1.9490-0.0030 (-0.15%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.31%
5-year average return7.62%
Number of years up6
Number of years down2
Best 1-yr total return (19 May 2024)31.11%
Worst 1-yr total return (19 May 2024)N/A
Best 3-yr total return31.11%
Worst 3-yr total return3.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00016JD0Category
YTD-0.43%0.00%
1-month-4.44%0.00%
3-month0.21%0.00%
1-year5.94%0.00%
3-year2.21%0.00%
5-year6.56%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00016JD0Category
2024
N/AN/A
2023
11.10%N/A
2022
-6.05%N/A
2021
10.21%N/A
2020
6.58%N/A
2019
31.11%N/A
2018
-6.77%N/A
2017
19.75%N/A
2016
3.15%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.20%N/AN/AN/A
20231.42%5.13%-4.38%8.98%
2022-3.50%-10.58%-3.73%13.09%
20212.87%4.28%-1.43%4.22%
2020-20.34%12.36%6.12%12.22%
201914.53%6.57%1.61%5.72%
2018-0.96%0.40%6.57%-12.03%
20174.77%5.37%5.79%2.53%
20163.54%0.48%2.74%-3.50%
20155.50%N/AN/AN/A

Rank in category (by total return)

YTD78
1-month79
3-month85
1-year73
3-year30
5-year46

Load adjusted returns

1-year0.64%
3-year0.48%
5-year5.48%
10-yearN/A