Canada markets close in 4 hours 10 minutes

Ofi Invest Equilibre Monde (0P00000PUD.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
Add to watchlist
216.43+0.41 (+0.19%)
As of 10:00PM CEST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.79%
5-Year Average Return3.14%
Number of Years Up18
Number of Years Down6
Best 1 Yr Total Return (Jun 24, 2024)17.57%
Worst 1 Yr Total Return (Jun 24, 2024)N/A
Best 3-Yr Total Return17.57%
Worst 3-Yr Total Return-1.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00000PUD.FCategory
YTD4.41%0.00%
1-Month1.02%0.00%
3-Month2.11%0.00%
1-Year10.20%0.00%
3-Year1.30%0.00%
5-Year3.44%0.00%
10-Year3.17%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00000PUD.FCategory
2024
N/AN/A
2023
10.24%N/A
2022
-14.93%N/A
2021
10.82%N/A
2020
1.11%N/A
2019
16.30%N/A
2018
-9.97%N/A
2017
3.69%N/A
2016
4.22%N/A
2015
6.24%N/A
2014
9.46%N/A
2013
15.13%N/A
2012
11.33%N/A
2011
-12.31%N/A
2010
2.44%N/A
2009
17.57%N/A
2008
-20.96%N/A
2007
3.06%N/A
2006
6.04%N/A
2005
11.14%N/A
2004
5.55%N/A
2003
10.40%N/A
2002
-11.40%N/A
2001
-3.41%N/A
2000
3.48%N/A
1999
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20245.01%N/AN/AN/A
20233.83%1.45%-1.76%6.53%
2022-6.08%-8.96%-2.89%2.45%
20213.55%2.32%0.75%3.83%
2020-13.35%8.03%1.56%6.36%
20197.98%2.70%3.23%1.60%
2018-2.75%1.45%0.72%-9.40%
20172.29%-0.44%1.41%0.41%
2016-2.63%-0.82%3.53%4.23%
201510.66%-3.34%-5.23%4.80%
20143.47%2.72%1.75%1.21%
20130.68%1.43%7.88%4.50%
20127.93%-5.71%5.49%3.70%
20112.10%0.04%-16.26%2.52%
20101.90%-5.17%4.68%1.27%
2009-7.80%11.10%12.70%1.85%
2008-7.73%-3.20%-3.63%-8.18%
20071.01%2.97%-0.88%-0.04%
20062.78%-2.27%3.33%2.16%
20052.19%3.39%3.53%1.61%
20042.08%1.12%-1.12%3.42%
2003-5.29%9.75%1.32%4.83%
20020.72%-5.57%-9.63%3.09%
2001-2.73%0.87%-7.07%5.94%
20008.49%-3.27%0.37%-1.76%
19991.47%8.53%N/AN/A

Rank In Category (By Total Return)

YTD34
1-Month52
3-Month29
1-Year32
3-Year40
5-Year45

Load Adjusted Returns

1-Year8.00%
3-Year0.62%
5-Year3.03%
10-Year2.96%