Other OTC - Delayed Quote USD

Mirabaud Sust Convert Glbl A USD Acc (0P0000ZWEE)

154.24 -0.64 (-0.41%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return 32.76%
Worst 1Y Total Return --
Best 3Y Total Return 32.76%
Worst 3Y Total Return -3.14%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000ZWEE
Category
YTD
-0.33%
0.00%
1-Month
1.48%
0.00%
3-Month
-0.33%
0.00%
1-Year
1.17%
0.00%
3-Year
-4.64%
0.00%
5-Year
5.37%
0.00%
10-Year
3.77%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000ZWEE
Category
2024
--
--
2023
3.83%
--
2022
-15.19%
--
2021
3.20%
--
2020
32.76%
--
2019
15.98%
--
2018
-7.02%
--
2017
5.40%
--

2016
1.26%
--
2015
2.96%
--
2014
4.25%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -0.33% -- -- --
2023 2.29% 0.25% -2.00% 3.32%
2022 -6.70% -12.91% 0.07% 4.30%
2021 4.45% 1.82% -2.17% -0.81%
2020 -6.46% 12.30% 7.68% 17.36%
2019 7.37% 3.57% 0.13% 4.17%
2018 -1.15% -0.56% -0.24% -5.18%
2017 2.70% 1.40% 1.10% 0.11%
2016 -3.50% -1.34% 4.26% 2.01%
2015 4.44% -1.47% -1.64% 1.73%

2014 2.57% 1.56% -1.59% 1.70%
2013 6.13% 3.41% -- --

Rank in Category (By Total Return)

YTD 97
1-Month 80
3-Month 97
1-Year 100
3-Year 90
5-Year 17

Load Adjusted Returns

1-Year 1.17%
3-Year -4.64%
5-Year 5.37%
10-Year 3.77%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Mirabaud Asset Management (Europe) S.A.
Net Assets --
YTD Return -0.33%
Yield 0.00%
Morningstar Rating
Inception Date Jun 30, 2023

Fund Summary

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