Home
Mail
News
Sport
Finance
Celebrity
Style
Weather
Mobile
Messenger
Movies
More
Yahoo
Mail
News
Market Data
Crypto
Bank of England
Money Matters
Property
Top Stocks
Work & Management
Industry News
Brexit
My Portfolio
My Screeners
Watchlists
Videos
UK markets closed
FTSE 100
8,237.72
-34.74
(-0.42%)
FTSE 250
20,442.35
-56.37
(-0.27%)
AIM
772.57
+0.19
(+0.02%)
GBP/EUR
1.1822
+0.0000
(+0.00%)
GBP/USD
1.2650
-0.0010
(-0.08%)
Bitcoin GBP
50,872.79
+106.50
(+0.21%)
Property
Homes with impressive sports facilities
Properties with tennis and basketball courts to pools and even a football pitch at the doorstep
KBI Global Investors Aquarius Instl (KBIWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
12.61
+0.03
(+0.24%)
At close: 08:00PM EDT
Summary
Chart
Conversations
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
5.52%
5-year average return
11.27%
Number of years up
4
Number of years down
1
Best 1-yr total return (20 Jun 2024)
27.33%
Worst 1-yr total return (20 Jun 2024)
N/A
Best 3-yr total return
27.33%
Worst 3-yr total return
7.37%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
KBIWX
Category
YTD
5.77%
20.74%
1-month
3.61%
-1.94%
3-month
4.90%
7.31%
1-year
20.45%
63.77%
3-year
5.60%
9.96%
5-year
12.54%
11.51%
10-year
0.00%
3.43%
Last bull market
24.07%
19.09%
Last bear market
-11.04%
-29.67%
Annual total return (%) history
Year
KBIWX
Category
2024
N/A
N/A
2023
19.48%
N/A
2022
-14.33%
N/A
2021
27.33%
N/A
2020
13.48%
16.37%
2019
24.31%
14.95%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.02%
N/A
N/A
N/A
2023
6.92%
3.37%
-6.43%
15.54%
2022
-10.48%
-11.04%
-7.48%
16.28%
2021
6.87%
8.59%
0.79%
8.86%
2020
-25.02%
18.11%
9.12%
17.44%
2019
13.20%
0.85%
-0.09%
8.99%
Rank in category (by total return)
YTD
62
1-month
56
3-month
75
1-year
59
3-year
46
5-year
53
Load adjusted returns
1-year
20.45%
3-year
5.60%
5-year
12.54%
10-year
N/A
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.