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Heptagon WCM Global Equity A USD Acc (0P0001DIJN)

OTC Markets OTCPK - OTC Markets OTCPK Delayed Price. Currency in USD
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195.76+0.51 (+0.26%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.48%
5-Year Average Return12.08%
Number of Years Up4
Number of Years Down1
Best 1 Yr Total Return (May 27, 2024)40.98%
Worst 1 Yr Total Return (May 27, 2024)N/A
Best 3-Yr Total Return40.98%
Worst 3-Yr Total Return-0.45%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001DIJNCategory
YTD8.91%0.00%
1-Month-4.29%0.00%
3-Month5.93%0.00%
1-Year24.20%0.00%
3-Year1.05%0.00%
5-Year10.82%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001DIJNCategory
2024
N/AN/A
2023
25.87%N/A
2022
-31.35%N/A
2021
14.20%N/A
2020
40.98%N/A
2019
32.86%N/A
2018
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202413.79%N/AN/AN/A
20239.66%6.32%-5.02%13.67%
2022-16.56%-18.58%-3.67%4.89%
2021-1.78%9.42%0.28%5.96%
2020-12.90%26.84%9.78%16.24%
201917.17%8.04%-1.59%6.65%
20183.14%5.74%-12.51%N/A

Rank In Category (By Total Return)

YTD11
1-Month66
3-Month11
1-Year15
3-Year43
5-Year15

Load Adjusted Returns

1-Year20.47%
3-Year0.03%
5-Year10.14%
10-YearN/A