New Zealand markets closed

Star Fund Balanced R (0P00000OIW.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
Add to watchlist
228.46+1.53 (+0.67%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up27
Number of years down9
Best 1-yr total return (Invalid Date)13.97%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return13.97%
Worst 3-yr total return-0.12%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000OIW.FCategory
YTD1.82%0.00%
1-month-1.76%0.00%
3-month1.32%0.00%
1-year6.85%0.00%
3-year1.28%0.00%
5-year3.13%0.00%
10-year3.84%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000OIW.FCategory
2024
N/AN/A
2023
11.79%N/A
2022
-14.04%N/A
2021
13.19%N/A
2020
2.40%N/A
2019
13.57%N/A
2018
-7.64%N/A
2017
6.81%N/A
2016
5.21%N/A
2015
6.26%N/A
2014
6.96%N/A
2013
13.26%N/A
2012
10.35%N/A
2011
-6.39%N/A
2010
3.03%N/A
2009
13.97%N/A
2008
-22.79%N/A
2007
2.63%N/A
2006
10.66%N/A
2005
16.31%N/A
2004
17.17%N/A
2003
12.29%N/A
2002
-12.46%N/A
2001
-2.92%N/A
2000
1.06%N/A
1999
-3.46%N/A
1998
35.18%N/A
1997
27.45%N/A
1996
26.15%N/A
1995
11.09%N/A
1994
-4.58%N/A
1993
26.36%N/A
1992
0.95%N/A
1991
13.20%N/A
1990
-10.67%N/A
1989
3.38%N/A
1988
27.29%N/A
1987
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.64%N/AN/AN/A
20235.86%1.49%-2.88%7.14%
2022-6.32%-8.94%-4.11%5.09%
20215.44%3.72%0.55%2.93%
2020-15.77%11.79%1.92%6.71%
20196.64%2.73%1.08%2.56%
2018-2.31%0.60%0.11%-6.13%
20173.73%0.39%2.55%0.02%
2016-2.35%-0.13%3.19%4.54%
201511.60%-3.71%-4.04%3.06%
20143.01%2.98%0.23%0.60%
20132.62%0.28%4.83%4.99%
20124.88%-2.91%4.92%3.29%
20110.75%0.09%-9.57%2.66%
20102.50%-4.15%3.91%0.93%
2009-7.91%11.03%10.51%0.85%
2008-8.91%-3.16%-3.22%-9.55%
20070.95%4.02%-1.64%-0.63%
20063.85%-2.66%5.56%3.70%
20053.59%3.94%5.29%2.60%
20045.41%3.19%1.99%5.62%
2003-10.11%14.09%3.61%5.68%
20022.28%-3.51%-15.44%4.90%
2001-4.67%4.67%-6.13%3.64%
2000-5.87%5.68%3.00%-1.37%
1999-3.52%-1.19%-2.08%3.42%
199816.86%12.95%-8.82%12.31%
19977.98%13.26%2.08%2.08%
19964.98%8.67%3.27%7.07%
1995-6.78%9.85%4.28%4.03%
1994-1.46%-1.84%-1.55%0.21%
19937.24%5.95%-1.11%12.47%
19921.78%0.63%-5.78%4.60%
199111.30%0.69%-2.38%3.48%
1990-0.88%4.36%-12.94%-0.80%
19891.94%3.29%3.99%-5.58%
198811.69%5.09%3.45%4.82%
19874.50%4.76%-16.55%N/A

Rank in category (by total return)

YTD70
1-month71
3-month66
1-year68
3-year35
5-year37

Load adjusted returns

1-year3.65%
3-year0.26%
5-year2.51%
10-year3.53%