Performance overview
Morningstar return ratingN/A1
Year-to-date return21.74%
5-year average return17.76%
Number of years up11
Number of years down2
Best 1-yr total return (1 Jul 2024)41.15%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return41.15%
Worst 3-yr total return6.67%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
ReturnCLQZXCategory
YTD13.55%12.38%
1-month6.50%5.09%
3-month3.35%10.28%
1-year33.23%41.70%
3-year11.60%22.56%
5-year18.02%21.98%
10-year14.54%15.99%
Last bull market29.93%25.99%
Last bear market-19.07%-17.29%
Annual total return (%) history
YearCLQZXCategory
2024N/AN/A
202341.15%N/A
2022-27.67%N/A
202130.28%N/A
202028.78%35.86%
201928.63%31.90%
2018-3.79%-2.09%
201729.52%27.67%
20165.23%3.23%
20157.19%3.60%
201416.18%10.00%
201335.40%33.92%
201213.80%15.34%
20111.66%-2.46%
2010N/A15.53%
Past quarterly returns (%)
YearQ1Q2Q3Q4
202412.29%7.02%N/AN/A
202314.99%12.55%-3.57%13.11%
2022-8.17%-19.07%-4.40%1.80%
20214.34%9.76%0.33%13.39%
2020-16.42%26.70%9.22%11.34%
201913.99%2.46%0.33%9.77%
20180.21%5.43%8.48%-16.05%
20178.87%4.02%6.55%7.35%
2016-1.20%-0.85%5.90%1.45%
20154.53%-0.87%-4.81%8.67%
20140.94%6.39%2.62%5.43%
20138.43%2.87%8.49%11.89%
201216.01%-4.10%5.83%-3.33%
20115.68%1.50%-14.29%10.57%
201011.40%N/AN/AN/A
Rank in category (by total return)
YTD38
1-month18
3-month31
1-year41
3-year4
5-year19
Load adjusted returns
1-year33.23%
3-year11.60%
5-year18.02%
10-year14.54%
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