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New Capital Wlthy Ntn Bd USD N Inc (0P0001J66Q)

OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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71.41+0.14 (+0.20%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return-1.09%
5-year average return0.00%
Number of years up2
Number of years down2
Best 1-yr total return (29 May 2024)7.42%
Worst 1-yr total return (29 May 2024)N/A
Best 3-yr total return7.42%
Worst 3-yr total return-7.38%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001J66QCategory
YTD-2.75%0.00%
1-month-2.62%0.00%
3-month-1.97%0.00%
1-year-0.47%0.00%
3-year-6.99%0.00%
5-year0.00%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001J66QCategory
2024
N/AN/A
2023
4.47%N/A
2022
-21.49%N/A
2021
-3.13%N/A
2020
7.42%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2024-0.14%N/AN/AN/A
20231.54%-0.43%-4.27%7.95%
2022-12.56%-9.67%-6.31%6.08%
2021-3.78%1.35%0.45%-1.11%
2020-6.98%9.58%2.28%3.03%

Rank in category (by total return)

YTD99
1-month96
3-month98
1-year99
3-year93
5-yearN/A

Load adjusted returns

1-year-2.46%
3-year-7.61%
5-yearN/A
10-yearN/A