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Vontobel Smart Data Equity AN USD (0P0001BTVX)

Other OTC - Other OTC Delayed price. Currency in USD
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133.41+0.14 (+0.11%)
At close: 04:00PM EDT

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up4
Number of years down2
Best 1-yr total return (Invalid Date)23.94%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return23.94%
Worst 3-yr total return0.56%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001BTVXCategory
YTD2.97%0.00%
1-month-3.80%0.00%
3-month3.02%0.00%
1-year12.86%0.00%
3-year0.63%0.00%
5-year6.45%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001BTVXCategory
2024
N/AN/A
2023
19.30%N/A
2022
-25.50%N/A
2021
18.88%N/A
2020
14.81%N/A
2019
23.94%N/A
2018
-13.36%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.05%N/AN/AN/A
20238.04%5.33%-4.60%9.89%
2022-9.76%-18.13%-9.81%11.81%
20213.44%8.08%-3.10%9.73%
2020-19.19%16.61%6.43%14.48%
20199.07%5.01%-1.49%9.86%
2018-2.42%-0.87%3.63%-13.57%

Rank in category (by total return)

YTD64
1-month70
3-month49
1-year61
3-year73
5-year69

Load adjusted returns

1-year6.89%
3-year-1.17%
5-year5.30%
10-yearN/A