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Capital Global Abundant Inc FOF TWD Inc (0P000159GJ.TW)

Taiwan - Taiwan Delayed price. Currency in TWD
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7.760.00 (0.00%)
At close: 04:00AM CST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.76%
5-year average return4.72%
Number of years up5
Number of years down3
Best 1-yr total return (27 Jun 2024)21.74%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return21.74%
Worst 3-yr total return-2.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000159GJ.TWCategory
YTD8.79%0.00%
1-month1.96%0.00%
3-month3.27%0.00%
1-year16.38%0.00%
3-year0.35%0.00%
5-year4.63%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000159GJ.TWCategory
2024
N/AN/A
2023
8.61%N/A
2022
-15.49%N/A
2021
1.32%N/A
2020
21.74%N/A
2019
11.98%N/A
2018
-5.99%N/A
2017
9.95%N/A
2016
-5.75%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.13%N/AN/AN/A
20231.23%4.11%-0.31%3.37%
2022-5.13%-11.47%1.65%-1.00%
20210.87%-0.12%-1.94%2.55%
2020-6.50%14.28%5.13%8.37%
20199.02%2.25%0.17%0.28%
2018-1.84%1.26%1.04%-6.39%
20170.78%3.32%4.37%1.16%
2016-4.26%-0.09%0.60%-2.05%
2015-0.63%-4.53%2.60%N/A

Rank in category (by total return)

YTD61
1-month56
3-month73
1-year65
3-year83
5-year58

Load adjusted returns

1-year12.89%
3-year-0.67%
5-year3.99%
10-yearN/A