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Orbis SICAV Global Bal Inv Ref Rev Fee (0P0001JVI4)

OTC Markets OTCPK - OTC Markets OTCPK Delayed Price. Currency in USD
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21.78-0.13 (-0.59%)
At close: 04:00PM EDT

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up4
Number of Years DownN/A
Best 1 Yr Total Return (Invalid Date)18.59%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return18.59%
Worst 3-Yr Total Return0.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0001JVI4Category
YTD7.67%0.00%
1-Month3.69%0.00%
3-Month6.98%0.00%
1-Year18.18%0.00%
3-Year5.90%0.00%
5-Year9.85%0.00%
10-Year5.50%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0001JVI4Category
2024
N/AN/A
2023
13.81%N/A
2022
1.07%N/A
2021
6.82%N/A
2020
8.88%N/A
2019
10.70%N/A
2018
-15.19%N/A
2017
18.59%N/A
2016
16.85%N/A
2015
-3.39%N/A
2014
-2.49%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.14%N/AN/AN/A
20234.81%1.71%-1.78%8.71%
20227.24%-10.60%-7.49%13.96%
20215.31%2.87%-1.62%0.23%
2020-20.97%14.23%3.28%16.78%
20194.22%-1.33%-0.99%8.72%
2018-1.23%-2.13%-0.19%-12.09%
20174.03%4.64%4.71%4.05%
20164.36%3.03%7.72%0.89%
20150.91%1.39%-8.80%3.54%
20140.42%4.17%-2.70%-4.20%
20134.79%6.54%4.96%N/A

Rank In Category (By Total Return)

YTD9
1-Month10
3-Month3
1-Year11
3-Year4
5-Year3

Load Adjusted Returns

1-Year18.18%
3-Year5.90%
5-Year9.85%
10-Year5.50%