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BSO Patrimoine (0P000029TU.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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1,968.38-4.74 (-0.24%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return1.53%
5-year average return0.26%
Number of years up10
Number of years down4
Best 1-yr total return (27 Jun 2024)11.63%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return11.63%
Worst 3-yr total return-2.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000029TU.FCategory
YTD2.31%0.00%
1-month0.94%0.00%
3-month1.28%0.00%
1-year4.79%0.00%
3-year0.53%0.00%
5-year0.65%0.00%
10-year1.22%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000029TU.FCategory
2024
N/AN/A
2023
5.59%N/A
2022
-9.06%N/A
2021
6.66%N/A
2020
-5.29%N/A
2019
9.43%N/A
2018
-5.81%N/A
2017
4.99%N/A
2016
4.51%N/A
2015
0.86%N/A
2014
3.37%N/A
2013
6.12%N/A
2012
11.63%N/A
2011
-2.77%N/A
2010
5.88%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.24%N/AN/AN/A
20233.22%0.80%-1.70%3.24%
2022-4.01%-6.43%-2.15%3.47%
20211.78%2.30%0.48%1.94%
2020-12.46%4.26%-0.02%3.79%
20195.53%1.01%1.07%1.57%
2018-2.11%0.95%0.62%-5.27%
20172.33%1.34%0.84%0.39%
2016-0.45%0.14%2.88%1.91%
20156.45%-1.79%-4.84%1.38%
20141.95%1.53%-0.67%0.53%
20131.69%-0.50%3.22%1.61%
20125.94%-0.80%3.20%2.93%
20110.04%1.87%-7.28%2.90%
20101.75%-1.64%2.46%3.26%

Rank in category (by total return)

YTD32
1-month26
3-month41
1-year69
3-year31
5-year62

Load adjusted returns

1-year-0.36%
3-year-1.15%
5-year-0.36%
10-year0.72%