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Arquia Banca Equilibrado 60RV FI (0P00017SWF.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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12.71-0.00 (-0.01%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.92%
5-year average return3.34%
Number of years up5
Number of years down2
Best 1-yr total return (19 Jun 2024)11.20%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return11.20%
Worst 3-yr total return-0.43%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00017SWF.FCategory
YTD4.65%0.00%
1-month1.12%0.00%
3-month1.12%0.00%
1-year10.47%0.00%
3-year1.68%0.00%
5-year3.61%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00017SWF.FCategory
2024
N/AN/A
2023
8.70%N/A
2022
-11.87%N/A
2021
9.73%N/A
2020
2.08%N/A
2019
11.20%N/A
2018
-7.44%N/A
2017
2.35%N/A
2016
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.21%N/AN/AN/A
20232.18%2.45%-1.06%4.94%
2022-3.78%-8.87%-0.89%1.40%
20213.52%2.50%0.17%3.24%
2020-16.88%11.76%3.98%5.67%
20195.76%1.42%1.26%2.37%
2018-1.87%0.09%1.27%-6.93%
20171.47%-1.02%0.33%1.57%
20161.72%3.28%N/AN/A

Rank in category (by total return)

YTD29
1-month46
3-month73
1-year29
3-year33
5-year41

Load adjusted returns

1-year10.47%
3-year1.68%
5-year3.61%
10-yearN/A