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SVS BrooksMacdonald Def Cptl B USD H Acc (0P00015YBZ)

Other OTC - Other OTC Delayed Price. Currency in USD
1.2930-0.0010 (-0.08%)
At close: 03:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return-5.72%
5-Year Average Return2.26%
Number of Years Up5
Number of Years Down2
Best 1 Yr Total Return (Oct 26, 2023)10.93%
Worst 1 Yr Total Return (Oct 26, 2023)N/A
Best 3-Yr Total Return10.93%
Worst 3-Yr Total Return3.28%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00015YBZCategory
YTD-5.72%0.00%
1-Month-4.03%0.00%
3-Month-3.13%0.00%
1-Year-2.90%0.00%
3-Year2.37%0.00%
5-Year2.26%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00015YBZCategory
2023
N/AN/A
2022
-4.23%N/A
2021
10.93%N/A
2020
3.69%N/A
2019
8.67%N/A
2018
-0.90%N/A
2017
4.93%N/A
2016
8.72%N/A
2015
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2023-2.52%-1.33%1.43%N/A
20221.31%-4.97%-4.40%4.04%
20212.51%3.40%1.99%2.62%
2020-16.35%15.53%0.52%6.74%
20192.37%3.65%1.12%1.28%
2018-1.72%2.21%1.35%-2.66%
20172.75%1.02%0.37%0.73%
2016-0.67%0.74%6.59%1.93%
2015-2.69%-2.47%2.16%N/A

Rank In Category (By Total Return)

YTD98
1-Month1
3-Month2
1-Year97
3-Year12
5-Year32

Load Adjusted Returns

1-Year1.51%
3-Year3.42%
5-Year2.60%
10-YearN/A