New Zealand markets closed

ERGO Vermögensmanagement Ausgewogen (0P00019Y1J.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
Add to watchlist
56.950.00 (0.00%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.02%
5-year average return3.03%
Number of years up4
Number of years down2
Best 1-yr total return (21 May 2024)14.74%
Worst 1-yr total return (21 May 2024)N/A
Best 3-yr total return14.74%
Worst 3-yr total return-1.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00019Y1J.FCategory
YTD2.71%0.00%
1-month-1.19%0.00%
3-month2.30%0.00%
1-year8.66%0.00%
3-year0.75%0.00%
5-year2.19%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00019Y1J.FCategory
2024
N/AN/A
2023
9.05%N/A
2022
-13.91%N/A
2021
9.84%N/A
2020
1.55%N/A
2019
14.74%N/A
2018
-9.73%N/A
2017
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.95%N/AN/AN/A
20232.77%1.79%-1.21%5.53%
2022-4.33%-8.81%-2.94%1.67%
20212.40%3.34%0.84%2.93%
2020-12.36%7.39%2.07%5.71%
20198.43%1.72%2.17%1.82%
2018-3.31%0.33%1.11%-7.95%
20170.26%2.36%1.86%N/A

Rank in category (by total return)

YTD48
1-month38
3-month30
1-year44
3-year46
5-year58

Load adjusted returns

1-year3.77%
3-year-0.78%
5-year1.26%
10-yearN/A