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

Taiwan - Taiwan Delayed Price. Currency in TWD
78.40+1.10 (+1.42%)
At close: 04:00AM CST
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Performance Overview

Morningstar Return Rating★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Invalid Date)89.65%
Worst 1 Yr Total Return (Invalid Date)-50.63%
Best 3-Yr Total Return89.65%
Worst 3-Yr Total Return-11.08%

Trailing Returns (%) Vs. Benchmarks

Return0P00006A9W.TWCategory
YTD8.27%6.92%
1-Month7.21%0.75%
3-Month10.89%6.92%
1-Year-14.67%8.73%
3-Year16.72%4.24%
5-Year15.40%7.73%
10-Year11.25%2.61%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00006A9W.TWCategory
2019
37.12%N/A
2018
-15.98%N/A
2017
38.55%N/A
2016
3.17%N/A
2015
-10.25%-4.20%
2014
0.93%0.90%
2013
33.72%19.25%
2012
19.17%17.37%
2011
-24.01%-25.83%
2010
0.35%13.34%
2009
89.65%81.02%
2008
-50.63%-47.40%
2007
14.03%11.02%
2006
24.89%19.14%
2005
43.85%34.99%
2004
-5.13%7.94%
2003
25.50%26.31%
2002
-6.76%-20.13%
2001
33.45%21.57%
2000
-34.19%-45.41%
1999
41.47%43.88%
1998
2.06%-14.98%
1997
72.39%11.59%
1996
N/A29.02%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
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)

YTD28
1-Month38
3-Month48
1-Year17
3-Year27
5-Year58

Load Adjusted Returns

1-Year30.39%
3-Year15.26%
5-Year7.91%
10-Year6.72%
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