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Union APEC Balanced USD ND (0P0001OAU3)

Other OTC - Other OTC Delayed price. Currency in USD
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10.03+0.05 (+0.50%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.04%
5-year average return0.00%
Number of years up1
Number of years downN/A
Best 1-yr total return (20 May 2024)17.13%
Worst 1-yr total return (20 May 2024)N/A
Best 3-yr total return17.13%
Worst 3-yr total returnN/A

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001OAU3Category
YTD2.73%0.00%
1-month0.46%0.00%
3-month4.53%0.00%
1-year12.46%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
0P0001OAU3Category
2024
N/AN/A
2023
17.13%N/A
2022
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.26%N/AN/AN/A
20237.89%3.23%-2.91%8.31%
2022-14.71%-5.40%3.43%N/A

Rank in category (by total return)

YTD24
1-month1
3-month11
1-year29
3-yearN/A
5-yearN/A

Load adjusted returns

1-year9.46%
3-yearN/A
5-yearN/A
10-yearN/A