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Heptagon European Focus Eq CH USD Acc (0P00017JRE)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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208.95+0.48 (+0.23%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.42%
5-year average return12.36%
Number of years up5
Number of years down3
Best 1-yr total return (17 Jun 2024)41.44%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return41.44%
Worst 3-yr total return-0.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00017JRECategory
YTD9.78%0.00%
1-month1.89%0.00%
3-month2.42%0.00%
1-year11.76%0.00%
3-year6.40%0.00%
5-year13.36%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00017JRECategory
2024
N/AN/A
2023
17.00%N/A
2022
-22.82%N/A
2021
35.68%N/A
2020
18.22%N/A
2019
41.44%N/A
2018
-6.66%N/A
2017
10.17%N/A
2016
-4.04%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.20%N/AN/AN/A
202313.57%2.98%-10.00%11.16%
2022-13.14%-14.81%-2.21%6.65%
20213.30%15.16%1.31%12.57%
2020-8.53%17.71%5.69%3.89%
201916.14%8.63%6.05%5.72%
2018-2.30%7.95%-0.13%-11.39%
20175.72%3.73%1.94%-1.44%
2016-7.79%1.57%2.30%0.16%
2015-4.28%5.55%N/AN/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year5.15%
3-year4.26%
5-year11.99%
10-yearN/A