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SWC (LU) EF Small & Mid Caps Jpn DT (0P00006OTE.T)

Tokyo - Tokyo Delayed Price. Currency in JPY
32,746.00+211.00 (+0.65%)
At close: 05:00AM JST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up12
Number of Years Down5
Best 1 Yr Total Return (Invalid Date)69.48%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return69.48%
Worst 3-Yr Total Return2.21%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00006OTE.TCategory
YTD3.19%0.00%
1-Month3.19%0.00%
3-Month10.03%0.00%
1-Year23.13%0.00%
3-Year9.79%0.00%
5-Year10.21%0.00%
10-Year9.94%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00006OTE.TCategory
2023
24.19%N/A
2022
-3.60%N/A
2021
6.05%N/A
2020
6.92%N/A
2019
19.87%N/A
2018
-16.69%N/A
2017
44.59%N/A
2016
2.06%N/A
2015
8.31%N/A
2014
12.31%N/A
2013
69.48%N/A
2012
22.16%N/A
2011
-12.60%N/A
2010
7.41%N/A
2009
14.11%N/A
2008
-28.38%N/A
2007
-18.07%N/A
2006
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20237.57%8.31%2.74%3.75%
2022-6.72%-0.80%5.08%-0.85%
20216.91%-1.43%5.60%-4.69%
2020-23.18%18.92%5.20%11.26%
20196.72%0.87%1.69%9.51%
2018-5.76%3.75%2.97%-17.25%
20175.42%10.88%7.84%14.70%
2016-7.99%-4.38%1.12%14.73%
20156.83%9.74%-13.29%6.55%
2014-2.14%8.06%2.38%3.73%
201327.41%7.22%10.00%12.78%
201219.63%-7.85%-6.83%18.94%
2011-0.66%0.66%-9.69%-3.22%
201010.85%-8.85%-3.51%10.17%
2009-8.57%32.01%-0.10%-5.36%
2008-11.83%9.27%-14.51%-13.04%
20070.71%-0.21%-11.03%-8.36%
2006-1.37%N/AN/AN/A

Rank In Category (By Total Return)

YTD57
1-Month57
3-Month49
1-Year30
3-Year41
5-Year37

Load Adjusted Returns

1-Year16.97%
3-Year7.93%
5-Year9.09%
10-Year9.38%