Home
Mail
Search
News
Finance
Sport
Lifestyle
Celebrity
Movies
Weather
Mobile
More
Yahoo
Mail
Cryptocurrencies
News
Property
Money
Markets
Industries
Watchlists
My Portfolio
My Screeners
Singapore markets closed
Straits Times Index
3,307.90
-6.15
(-0.19%)
Nikkei
38,946.93
-122.75
(-0.31%)
Hang Seng
19,220.62
-415.60
(-2.12%)
FTSE 100
8,416.45
-7.75
(-0.09%)
Bitcoin USD
69,727.86
+1,420.15
(+2.08%)
CMC Crypto 200
1,516.78
+28.24
(+1.90%)
KBI Global Investors Aquarius Instl (KBIWX)
Nasdaq - Nasdaq Delayed price. Currency in USD
Add to watchlist
13.10
+0.02
(+0.15%)
As of 08:05AM 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
9.62%
5-year average return
13.12%
Number of years up
4
Number of years down
1
Best 1-yr total return (19 May 2024)
27.33%
Worst 1-yr total return (19 May 2024)
N/A
Best 3-yr total return
27.33%
Worst 3-yr total return
7.37%
Trailing returns (%) vs. Benchmarks
Time periods longer than one year are annualised.
Return
KBIWX
Category
YTD
2.09%
20.74%
1-month
-2.79%
-1.94%
3-month
4.54%
7.31%
1-year
13.59%
63.77%
3-year
5.25%
9.96%
5-year
9.94%
11.51%
10-year
0.00%
3.43%
Last bull market
24.07%
19.09%
Last bear market
-11.04%
-29.67%
Annual total return (%) history
Year
KBIWX
Category
2024
N/A
N/A
2023
19.48%
N/A
2022
-14.33%
N/A
2021
27.33%
N/A
2020
13.48%
16.37%
2019
24.31%
14.95%
Past quarterly returns (%)
Year
Q1
Q2
Q3
Q4
2024
5.02%
N/A
N/A
N/A
2023
6.92%
3.37%
-6.43%
15.54%
2022
-10.48%
-11.04%
-7.48%
16.28%
2021
6.87%
8.59%
0.79%
8.86%
2020
-25.02%
18.11%
9.12%
17.44%
2019
13.20%
0.85%
-0.09%
8.99%
Rank in category (by total return)
YTD
62
1-month
65
3-month
75
1-year
25
3-year
48
5-year
54
Load adjusted returns
1-year
13.59%
3-year
5.25%
5-year
9.94%
10-year
N/A
Data disclaimer
Help
Suggestions
Terms
and
Privacy Policy
Privacy dashboard
About our ads
© 2024 Yahoo. All rights reserved.