Other OTC - Delayed Quote USD

WS AVI World Opportunities Fund C USDACC (0P0000WIFV)

3.9686 +0.0134 (+0.34%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.13%
5y Average Return 4.95%
Number of Years Up 6
Number of Years Down 5
Best 1Y Total Return (Apr 25, 2024) 30.78%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 30.78%
Worst 3Y Total Return -2.08%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000WIFV
Category
YTD
1.70%
0.00%
1-Month
-0.28%
0.00%
3-Month
1.70%
0.00%
1-Year
12.78%
0.00%
3-Year
-0.24%
0.00%
5-Year
4.81%
0.00%
10-Year
3.88%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000WIFV
Category
2024
--
--
2023
11.38%
--
2022
-20.92%
--
2021
17.97%
--
2020
14.37%
--
2019
11.43%
--
2018
-11.77%
--
2017
30.78%
--

2016
-0.13%
--
2015
-3.28%
--
2014
-2.78%
--
2013
19.40%
--
2012
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.70% -- -- --
2023 0.43% 4.28% -0.36% 6.73%
2022 -7.05% -14.53% -9.87% 10.45%
2021 6.42% 11.11% -1.02% 0.80%
2020 -28.44% 15.81% 10.70% 24.67%
2019 6.46% -1.80% -4.17% 11.22%
2018 -0.09% -3.09% -1.21% -7.76%
2017 7.54% 8.98% 5.02% 6.26%
2016 -4.04% -2.21% 6.19% 0.22%
2015 -2.34% 5.33% -7.45% 1.59%

2014 -0.28% 4.98% -4.81% -2.44%
2013 1.20% 0.86% 10.72% 5.64%
2012 3.69% -- -- --

Rank in Category (By Total Return)

YTD 62
1-Month 99
3-Month 62
1-Year 37
3-Year 32
5-Year 17

Load Adjusted Returns

1-Year 7.14%
3-Year -1.93%
5-Year 3.74%
10-Year 3.35%

Performance & Risk

YTD Return 2.13%
5y Average Return 4.95%
Rank in Category (ytd) 62
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Waystone Management (UK) Limited
Net Assets --
YTD Return 1.70%
Yield 1.07%
Morningstar Rating
Inception Date Apr 30, 2003

Fund Summary

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