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LO Funds Generation Global USD IA (0P0001BKAO)

Other OTC - Other OTC Delayed Price. Currency in USD
36.30+0.27 (+0.74%)
At close: 03:00PM EST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Invalid Date)41.99%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return41.99%
Worst 3-Yr Total Return1.18%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001BKAOCategory
YTD0.00%0.00%
1-Month0.00%0.00%
3-Month0.00%0.00%
1-Year0.00%0.00%
3-Year0.00%0.00%
5-Year0.00%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001BKAOCategory
2023
N/AN/A
2022
-28.29%N/A
2021
19.96%N/A
2020
20.42%N/A
2019
29.74%N/A
2018
-3.38%N/A
2017
35.48%N/A
2016
8.24%N/A
2015
4.30%N/A
2014
9.75%N/A
2013
27.01%N/A
2012
18.38%N/A
2011
-9.76%N/A
2010
12.07%N/A
2009
41.99%N/A
2008
-33.39%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20238.89%5.52%-5.61%N/A
2022-9.53%-22.74%-8.17%11.72%
20216.69%8.09%0.13%3.88%
2020-23.21%22.31%8.18%18.52%
201913.87%4.22%0.20%9.10%
20180.77%1.53%5.17%-10.20%
201712.11%8.80%3.93%6.88%
20161.64%1.29%7.34%-2.04%
20153.41%0.71%-8.08%8.96%
20144.33%1.50%-1.67%5.40%
20139.45%1.20%8.15%6.03%
201211.45%-3.44%6.06%3.73%
20112.69%0.76%-17.92%6.25%
20104.25%-10.56%11.53%7.77%
2009-5.42%21.02%18.16%4.98%
2008-4.48%-3.28%-10.42%-19.52%

Rank In Category (By Total Return)

YTD62
1-Month73
3-Month68
1-Year43
3-Year38
5-Year53

Load Adjusted Returns

1-Year5.24%
3-Year0.17%
5-Year5.13%
10-Year8.26%