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Goldman Sachs Patrimonial Balanced (0P00000BFR.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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1,512.67+1.61 (+0.11%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up24
Number of years down8
Best 1-yr total return (Invalid Date)20.31%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return20.31%
Worst 3-yr total return0.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000BFR.FCategory
YTD2.33%0.00%
1-month-2.35%0.00%
3-month1.25%0.00%
1-year10.67%0.00%
3-year0.66%0.00%
5-year3.75%0.00%
10-year4.63%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000BFR.FCategory
2024
N/AN/A
2023
10.85%N/A
2022
-15.53%N/A
2021
12.08%N/A
2020
6.39%N/A
2019
15.44%N/A
2018
-4.99%N/A
2017
2.87%N/A
2016
5.61%N/A
2015
4.88%N/A
2014
11.56%N/A
2013
10.89%N/A
2012
11.25%N/A
2011
0.45%N/A
2010
9.74%N/A
2009
20.31%N/A
2008
-25.08%N/A
2007
0.21%N/A
2006
2.16%N/A
2005
15.49%N/A
2004
3.25%N/A
2003
4.56%N/A
2002
-19.01%N/A
2001
-4.55%N/A
2000
-0.34%N/A
1999
14.78%N/A
1998
13.69%N/A
1997
19.85%N/A
1996
20.62%N/A
1995
7.16%N/A
1994
-10.09%N/A
1993
25.46%N/A
1992
-0.60%N/A
1991
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.79%N/AN/AN/A
20232.45%2.89%-2.05%7.36%
2022-5.25%-8.86%-2.27%0.09%
20214.74%2.45%0.63%3.80%
2020-10.69%10.47%3.09%4.60%
20197.39%2.53%2.96%1.82%
2018-2.46%2.74%1.72%-6.79%
20171.27%-1.14%0.73%2.01%
2016-1.75%1.42%2.50%3.41%
20159.56%-3.96%-3.60%3.40%
20141.49%2.81%3.34%3.47%
20134.48%0.06%2.79%3.20%
20126.40%-1.25%4.44%1.38%
2011-1.15%-0.37%-3.05%5.21%
20105.27%-1.46%2.05%3.67%
2009-0.40%8.70%7.81%3.08%
2008-9.38%-1.16%-3.18%-13.60%
20070.78%2.20%-1.11%-1.62%
20061.20%-4.62%3.70%2.06%
20052.44%6.55%3.34%2.39%
20044.08%-0.51%-0.89%0.62%
2003-4.61%6.17%1.53%1.69%
20020.87%-11.64%-10.19%1.18%
2001-3.69%3.47%-10.65%7.20%
20004.68%-1.70%2.32%-5.35%
19991.45%2.59%-3.00%13.70%
199813.36%0.61%-8.87%9.39%
19976.63%10.50%0.66%1.05%
19965.84%6.68%1.91%4.83%
1995-8.55%5.51%7.18%3.62%
1994-3.61%-4.90%-0.45%-1.47%
19935.33%8.46%1.23%8.48%
19924.15%-2.86%-9.25%8.27%
1991-3.52%N/AN/AN/A

Rank in category (by total return)

YTD58
1-month90
3-month67
1-year22
3-year48
5-year23

Load adjusted returns

1-year7.35%
3-year-0.35%
5-year3.12%
10-year4.31%