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Union APEC Balanced USD NA (0P0001OAU2)

Other OTC - Other OTC Delayed price. Currency in USD
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9.94+0.05 (+0.50%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.12%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (20 May 2024)17.12%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return17.12%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001OAU2Category
YTD2.72%0.00%
1-month0.46%0.00%
3-month4.52%0.00%
1-year12.42%0.00%
3-year0.00%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001OAU2Category
2024
N/AN/A
2023
17.12%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.25%N/AN/AN/A
20237.90%3.23%-2.92%8.30%
2022-14.71%-5.40%3.43%N/A

Rank in category (by total return)

YTD24
1-month1
3-month11
1-year30
3-yearN/A
5-yearN/A

Load adjusted returns

1-year9.42%
3-yearN/A
5-yearN/A
10-yearN/A