Other OTC - Delayed Quote USD

E.I. Sturdza Funds plc - Sturdza Family Fund (0P0001FC7E)

1,338.94 +2.36 (+0.18%)
As of April 22 at 4:00 PM EDT. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 1.99%
5y Average Return 4.58%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 22, 2024) 17.51%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 17.51%
Worst 3Y Total Return 0.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001FC7E
Category
YTD
5.40%
0.00%
1-Month
1.93%
0.00%
3-Month
5.40%
0.00%
1-Year
8.57%
0.00%
3-Year
1.94%
0.00%
5-Year
5.49%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001FC7E
Category
2024
--
--
2023
7.38%
--
2022
-12.98%
--
2021
8.87%
--
2020
12.93%
--
2019
17.51%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.40% -- -- --
2023 4.25% 1.57% -3.47% 5.06%
2022 -4.72% -8.22% -5.00% 4.76%
2021 1.22% 4.68% -0.47% 3.23%
2020 -10.72% 13.64% 5.44% 5.56%
2019 8.92% 3.45% 0.41% 3.86%

Rank in Category (By Total Return)

YTD 22
1-Month 60
3-Month 22
1-Year 65
3-Year 42
5-Year 27

Load Adjusted Returns

1-Year 8.57%
3-Year 1.94%
5-Year 5.49%
10-Year --

Performance & Risk

YTD Return 1.99%
5y Average Return 4.58%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Eric Sturdza Management Company S.A.
Net Assets --
YTD Return 5.40%
Yield 0.00%
Morningstar Rating
Inception Date Oct 24, 2019

Fund Summary

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