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(0P0001FF74.BO)

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Performance overview

Morningstar return ratingN/A1
Year-to-date return4.02%
5-year average return5.30%
Number of years up4
Number of years downN/A
Best 1-yr total return (25 Jun 2024)7.41%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return7.41%
Worst 3-yr total return4.10%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001FF74.BOCategory
YTD3.41%0.00%
1-month0.62%0.00%
3-month1.95%0.00%
1-year7.93%0.00%
3-year6.04%0.00%
5-year5.20%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001FF74.BOCategory
2024
N/AN/A
2023
7.41%N/A
2022
4.95%N/A
2021
3.92%N/A
2020
3.44%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.07%N/AN/AN/A
20231.73%1.84%1.99%1.64%
20221.13%1.22%1.05%1.46%
20210.78%1.18%0.89%1.01%
20201.60%1.07%0.49%0.23%
20191.67%1.38%1.25%N/A

Rank in category (by total return)

YTD34
1-month32
3-month33
1-year34
3-year25
5-year36

Load adjusted returns

1-year7.93%
3-year6.04%
5-year5.20%
10-yearN/A