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W.P. Stewart Holdings Fund EUR (WPSEU.AS)

Amsterdam - Amsterdam Delayed Price. Currency in EUR
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762.53+136.69 (+21.84%)
At close: 10:00AM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up10
Number of Years Down1
Best 1 Yr Total Return (Invalid Date)40.72%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return40.72%
Worst 3-Yr Total Return6.14%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnWPSEU.ASCategory
YTD5.61%0.00%
1-Month1.42%0.00%
3-Month-2.07%0.00%
1-Year18.70%0.00%
3-Year5.17%0.00%
5-Year11.11%0.00%
10-Year13.70%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
WPSEU.ASCategory
2024
N/AN/A
2023
14.09%N/A
2022
-21.77%N/A
2021
39.49%N/A
2020
9.56%N/A
2019
40.72%N/A
2018
6.38%N/A
2017
7.43%N/A
2016
8.96%N/A
2015
12.39%N/A
2014
27.91%N/A
2013
27.12%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20249.68%N/AN/AN/A
20231.73%5.13%-1.12%7.90%
2022-11.04%-12.53%0.25%0.28%
202110.61%8.53%2.09%13.83%
2020-19.82%20.14%5.67%7.63%
201920.19%5.56%5.20%5.44%
2018-0.35%8.16%10.21%-10.44%
20176.79%-1.10%-0.48%2.21%
2016-7.05%0.70%7.06%8.73%
201514.52%-1.93%-6.34%6.86%
2014-2.99%7.13%10.35%11.54%
201313.99%0.81%2.08%8.38%
20125.58%-4.95%N/AN/A

Rank In Category (By Total Return)

YTD84
1-Month63
3-Month84
1-Year83
3-Year84
5-Year84

Load Adjusted Returns

1-Year12.76%
3-Year3.38%
5-Year9.98%
10-Year13.12%