Counterpoint Global Value Fund A

Growth Of 1000 (EUR) 30/09/2021
Fund:  Counterpoint Global Value Fund A
Category:  USD Aggressive Allocation
Category Index:  Cat 25%Barclays US Agg TR&75%FTSE Wld TR
Growth of 1,000 EUR
Annual Returns (EUR)30/09/2021
 201420152016201720182019202030/09
Total Return4.18-16.9021.396.89-6.9516.40-15.6523.01
+/- Category-11.61-24.2914.345.29-2.59-4.35-15.908.89
+/- Category Index-15.55-27.5010.942.69-5.21-8.79-20.917.97
% Rank in Category96991684596993
Trailing Returns (EUR)14/10/2021
   Total Returns   +/- Category   +/- Category Index
1 Day0.65   0.17-0.36
1 Week1.83   1.391.10
1 Month4.03   3.863.24
3 Months6.45   5.294.06
6 Months9.42   3.391.28
YTD27.34   13.4910.25
1 Year36.78   20.1114.95
3 Years Annualised5.42   -3.98-8.43
5 Years Annualised6.00   -0.95-4.95
10 Years Annualised6.61   -1.78-5.46
 
Quarterly Returns (EUR)30/09/2021
 Quarter 1Quarter 2Quarter 3Quarter 4
202114.994.682.19-
2020-22.955.17-3.728.11
20197.631.042.364.56
2018-0.812.60-0.13-8.44
20174.68-2.534.390.36
20164.042.785.407.70
 
 
 
Advertisement
In order to provide consistency across the report data provided by different Asset Managers, the calculated data points presented are generated using Morningstar’s proprietary calculation methodology which is set out in more detail at(https://www.morningstar.com/research/signature)
© Copyright 2021 Morningstar, Inc. All rights reserved.

Terms of Use        Privacy Policy