0P0001FC7I - E.I. Sturdza Funds plc - Sturdza Family Fund SI USD

Other OTC - Other OTC Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date Return4.39%

5-Year Average Return0.00%

Number of Years Up3

Number of Years Down1

Best 1 Yr Total Return (May 31, 2023)20.16%

Worst 1 Yr Total Return (May 31, 2023)N/A

Best 3-Yr Total Return20.16%

Worst 3-Yr Total Return3.90%

Trailing Returns (%) Vs. Benchmarks

Return0P0001FC7ICategory

YTD4.39%0.00%

1-Month-1.12%0.00%

3-Month3.07%0.00%

1-Year0.53%0.00%

3-Year5.01%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

0P0001FC7ICategory

2023

N/AN/A

2022

-12.30%N/A

2021

10.80%N/A

2020

15.43%N/A

2019

20.16%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20234.45%N/AN/AN/A

2022-4.62%-7.61%-4.92%4.67%

20211.50%5.56%-0.45%3.88%

2020-10.55%13.88%6.33%6.57%

20199.95%4.05%0.60%4.40%

Rank In Category (By Total Return)

YTD27

1-Month32

3-Month19

1-Year20

3-Year18

5-YearN/A

Load Adjusted Returns

1-Year1.48%

3-Year6.93%

5-YearN/A

10-YearN/A