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Fulcrum Diversified Absolute Ret I $ Acc (0P0001C1J1)

OTC Markets OTCPK - OTC Markets OTCPK Delayed Price. Currency in USD
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136.18-0.12 (-0.09%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up5
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)7.36%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return7.36%
Worst 3-Yr Total Return3.30%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001C1J1Category
YTD5.71%0.00%
1-Month2.19%0.00%
3-Month3.01%0.00%
1-Year9.36%0.00%
3-Year4.22%0.00%
5-Year5.43%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001C1J1Category
2024
N/AN/A
2023
1.08%N/A
2022
6.89%N/A
2021
2.02%N/A
2020
7.36%N/A
2019
6.00%N/A
2018
-1.56%N/A
2017
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.53%N/AN/AN/A
2023-2.38%-0.20%1.27%2.46%
20227.61%-1.66%1.92%-0.90%
20211.17%2.40%-2.04%0.53%
20203.00%-0.52%1.81%2.92%
20193.89%-0.49%-0.89%3.46%
20180.44%-0.05%1.67%-3.55%
2017-0.06%1.10%1.18%N/A

Rank In Category (By Total Return)

YTD13
1-Month8
3-Month23
1-Year23
3-Year38
5-Year33

Load Adjusted Returns

1-Year3.89%
3-Year2.45%
5-Year4.36%
10-YearN/A