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ERGO Vermögensmanagement Ausgewogen (0P00019Y1J.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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57.16-0.07 (-0.12%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.40%
5-year average return3.06%
Number of years up4
Number of years down2
Best 1-yr total return (13 Jun 2024)14.74%
Worst 1-yr total return (13 Jun 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
YTD3.98%0.00%
1-month1.24%0.00%
3-month2.08%0.00%
1-year9.77%0.00%
3-year0.88%0.00%
5-year2.93%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)

YTD44
1-month39
3-month31
1-year38
3-year49
5-year57

Load adjusted returns

1-year4.83%
3-year-0.66%
5-year1.98%
10-yearN/A