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Capital Small-And-Medium Cap (0P00006A9W.TW)

Taiwan - Taiwan Delayed Price. Currency in TWD
94.21+0.94 (+1.01%)
At close: 04:00AM CST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.42%
5-Year Average Return17.02%
Number of Years Up19
Number of Years Down8
Best 1 Yr Total Return (Feb 23, 2024)89.65%
Worst 1 Yr Total Return (Feb 23, 2024)N/A
Best 3-Yr Total Return89.65%
Worst 3-Yr Total Return-3.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00006A9W.TWCategory
YTD3.59%0.00%
1-Month3.59%0.00%
3-Month18.06%0.00%
1-Year16.86%0.00%
3-Year8.62%0.00%
5-Year17.19%0.00%
10-Year10.41%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00006A9W.TWCategory
2023
17.83%N/A
2022
-26.86%N/A
2021
46.78%N/A
2020
31.07%N/A
2019
37.12%N/A
2018
-15.98%N/A
2017
38.55%N/A
2016
3.17%N/A
2015
-10.25%N/A
2014
0.93%N/A
2013
33.72%N/A
2012
19.17%N/A
2011
-24.01%N/A
2010
0.35%N/A
2009
89.65%N/A
2008
-50.63%N/A
2007
14.03%N/A
2006
24.89%N/A
2005
43.85%N/A
2004
-5.13%N/A
2003
25.50%N/A
2002
-6.76%N/A
2001
33.45%N/A
2000
-34.19%N/A
1999
41.47%N/A
1998
2.06%N/A
1997
72.39%N/A
1996
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202314.43%5.31%-5.28%3.23%
2022-5.82%-21.59%-1.08%0.12%
202111.33%13.21%-3.15%20.25%
2020-18.77%28.04%9.85%14.73%
201920.25%-1.64%6.87%8.47%
20184.21%12.29%-21.94%-8.01%
20178.78%2.97%11.10%11.34%
20166.05%0.66%10.01%-12.15%
20151.23%-3.01%-13.75%5.97%
2014-1.28%10.72%-7.50%-0.17%
201311.09%6.35%4.20%8.63%
201220.42%-6.98%7.18%-0.73%
2011-3.51%-0.29%-18.17%-3.48%
2010-5.64%-9.41%14.59%2.45%
200915.43%24.25%21.70%8.65%
2008-12.01%-11.66%-17.65%-22.87%
20078.39%16.31%13.51%-20.32%
200610.33%-6.26%11.67%8.13%
20054.26%0.52%10.77%23.92%
200415.38%-15.39%-0.39%-2.44%
2003-7.88%14.67%16.37%2.09%
200213.65%-14.46%-2.55%-1.58%
200145.33%-16.42%-25.02%46.51%
200025.97%-7.97%-20.12%-28.93%
1999-6.54%32.39%-3.97%19.06%
199815.29%-5.91%-6.34%0.46%
199741.26%30.98%6.41%-12.44%
199613.14%10.66%21.38%N/A

Rank In Category (By Total Return)

YTD63
1-Month63
3-Month64
1-Year98
3-Year87
5-Year73

Load Adjusted Returns

1-Year13.35%
3-Year7.52%
5-Year16.48%
10-Year10.08%