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PWM US Dynamic Growth (USD) (0P0000IKNX)

BSE - BSE Delayed Price. Currency in USD
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550.39+8.66 (+1.60%)
At close: 01:30AM IST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return12.15%
5-Year Average Return14.71%
Number of Years Up12
Number of Years Down3
Best 1 Yr Total Return (May 17, 2024)38.14%
Worst 1 Yr Total Return (May 17, 2024)N/A
Best 3-Yr Total Return38.14%
Worst 3-Yr Total Return4.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000IKNXCategory
YTD8.15%0.00%
1-Month-3.47%0.00%
3-Month2.44%0.00%
1-Year31.98%0.00%
3-Year5.27%0.00%
5-Year13.19%0.00%
10-Year13.12%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000IKNXCategory
2024
N/AN/A
2023
38.14%N/A
2022
-30.87%N/A
2021
21.24%N/A
2020
34.31%N/A
2019
36.70%N/A
2018
-4.28%N/A
2017
24.46%N/A
2016
2.44%N/A
2015
6.05%N/A
2014
13.61%N/A
2013
33.10%N/A
2012
13.23%N/A
2011
-6.34%N/A
2010
14.08%N/A
2009
31.70%N/A
2008
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202412.04%N/AN/AN/A
202311.57%10.91%-2.79%14.83%
2022-8.95%-21.85%-5.65%2.98%
2021-0.91%12.22%1.07%7.88%
2020-12.30%23.92%11.04%11.30%
201917.04%5.63%0.85%9.64%
2018-1.32%7.27%9.10%-17.12%
20177.04%4.48%3.82%7.19%
2016-4.61%-0.98%6.02%2.30%
20154.26%-0.72%-8.68%12.20%
2014-1.10%5.88%2.41%5.95%
20139.11%1.91%8.47%10.36%
201215.34%-7.73%10.71%-3.90%
20113.45%-2.45%-13.55%7.36%
20104.38%-12.09%10.89%12.12%
2009-3.80%15.81%9.25%8.20%
2008-15.96%N/AN/AN/A

Rank In Category (By Total Return)

YTD23
1-Month18
3-Month62
1-Year30
3-Year39
5-Year33

Load Adjusted Returns

1-Year25.38%
3-Year3.49%
5-Year12.03%
10-Year12.54%