Other OTC - Delayed Quote USD

E.I. Sturdza Funds plc - Sturdza Family Fund (0P0001FC7H)

1,369.74 -8.22 (-0.60%)
At close: April 25 at 4:00 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return 2.11%
5y Average Return 4.85%
Number of Years Up 4
Number of Years Down 1
Best 1Y Total Return (Apr 25, 2024) 18.02%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 18.02%
Worst 3Y Total Return 1.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001FC7H
Category
YTD
5.53%
0.00%
1-Month
1.96%
0.00%
3-Month
5.53%
0.00%
1-Year
9.11%
0.00%
3-Year
2.41%
0.00%
5-Year
5.94%
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
0P0001FC7H
Category
2024
--
--
2023
7.92%
--
2022
-12.62%
--
2021
9.34%
--
2020
13.33%
--
2019
18.02%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 5.53% -- -- --
2023 4.38% 1.70% -3.35% 5.19%
2022 -4.62% -8.13% -4.90% 4.86%
2021 1.32% 4.80% -0.36% 3.34%
2020 -10.62% 13.71% 5.52% 5.68%
2019 9.04% 3.56% 0.53% 3.95%

Rank in Category (By Total Return)

YTD 21
1-Month 58
3-Month 21
1-Year 61
3-Year 36
5-Year 22

Load Adjusted Returns

1-Year 9.11%
3-Year 2.41%
5-Year 5.94%
10-Year --

Performance & Risk

YTD Return 2.11%
5y Average Return 4.85%
Rank in Category (ytd) 21
% 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 5.53%
Yield 0.00%
Morningstar Rating
Inception Date Oct 24, 2019

Fund Summary

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