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Vontobel Smart Data Equity AN USD (0P0001BTVX)
OTC Markets OTCPK - OTC Markets OTCPK Delayed price. Currency in USD
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133.41
+0.14
(+0.11%)
As of 04:00PM EDT. Market open.
Summary
Chart
Historical data
Profile
Holdings
Performance
Risk
Purchase info
Sustainability
Performance overview
Morningstar return rating
N/A1
Year-to-date return
0.00%
5-year average return
0.00%
Number of years up
4
Number of years down
2
Best 1-yr total return (Invalid Date)
23.94%
Worst 1-yr total return (Invalid Date)
N/A
Best 3-yr total return
23.94%
Worst 3-yr total return
0.56%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
0P0001BTVX
Category
YTD
2.97%
0.00%
1-month
-3.80%
0.00%
3-month
3.02%
0.00%
1-year
12.86%
0.00%
3-year
0.63%
0.00%
5-year
6.45%
0.00%
10-year
0.00%
0.00%
Last bull market
0.00%
0.00%
Last bear market
0.00%
0.00%
Annual total return (%) history
Year
0P0001BTVX
Category
2024
N/A
N/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 (%)
Year
Q1
Q2
Q3
Q4
2024
7.05%
N/A
N/A
N/A
2023
8.04%
5.33%
-4.60%
9.89%
2022
-9.76%
-18.13%
-9.81%
11.81%
2021
3.44%
8.08%
-3.10%
9.73%
2020
-19.19%
16.61%
6.43%
14.48%
2019
9.07%
5.01%
-1.49%
9.86%
2018
-2.42%
-0.87%
3.63%
-13.57%
Rank in category (by total return)
YTD
64
1-month
70
3-month
49
1-year
61
3-year
73
5-year
69
Load adjusted returns
1-year
6.89%
3-year
-1.17%
5-year
5.30%
10-year
N/A
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