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Rockefeller US Eq ESG ImpUCITSIUSDAcc (0P0001HE0D)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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173.49+1.14 (+0.66%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.57%
5-year average return12.75%
Number of years up3
Number of years down1
Best 1-yr total return (23 May 2024)20.65%
Worst 1-yr total return (23 May 2024)N/A
Best 3-yr total return20.65%
Worst 3-yr total return6.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001HE0DCategory
YTD5.59%0.00%
1-month-4.39%0.00%
3-month4.83%0.00%
1-year24.85%0.00%
3-year4.76%0.00%
5-year10.72%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001HE0DCategory
2024
N/AN/A
2023
20.65%N/A
2022
-14.27%N/A
2021
17.24%N/A
2020
20.64%N/A
2019
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.43%N/AN/AN/A
20230.87%11.57%-3.50%11.11%
2022-4.47%-15.50%-4.05%10.69%
20216.20%5.04%-1.47%6.67%
2020-20.49%19.18%9.07%16.74%
2019-0.14%8.17%N/AN/A

Rank in category (by total return)

YTD54
1-month64
3-month14
1-year19
3-year73
5-year66

Load adjusted returns

1-year21.10%
3-year3.70%
5-year10.04%
10-yearN/A