Canada markets closed

Ofi Invest Valeurs Françaises (0P00000PUE.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
Add to watchlist
89.80+0.68 (+0.76%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return3.59%
5-Year Average Return6.35%
Number of Years Up25
Number of Years Down11
Best 1 Yr Total Return (Jul 4, 2024)27.99%
Worst 1 Yr Total Return (Jul 4, 2024)N/A
Best 3-Yr Total Return27.99%
Worst 3-Yr Total Return-0.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00000PUE.FCategory
YTD7.65%0.00%
1-Month2.41%0.00%
3-Month4.54%0.00%
1-Year12.75%0.00%
3-Year7.09%0.00%
5-Year8.80%0.00%
10-Year6.27%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00000PUE.FCategory
2024
N/AN/A
2023
13.96%N/A
2022
-8.40%N/A
2021
27.99%N/A
2020
-6.83%N/A
2019
25.09%N/A
2018
-13.08%N/A
2017
10.16%N/A
2016
9.78%N/A
2015
10.10%N/A
2014
2.51%N/A
2013
22.95%N/A
2012
18.28%N/A
2011
-18.01%N/A
2010
0.18%N/A
2009
27.03%N/A
2008
-39.33%N/A
2007
1.45%N/A
2006
18.51%N/A
2005
23.54%N/A
2004
9.68%N/A
2003
18.66%N/A
2002
-30.40%N/A
2001
-15.63%N/A
2000
2.77%N/A
1999
51.70%N/A
1998
22.53%N/A
1997
16.07%N/A
1996
26.85%N/A
1995
-2.16%N/A
1994
-13.45%N/A
1993
33.53%N/A
1992
-1.16%N/A
1991
10.89%N/A
1990
-20.72%N/A
1989
18.33%N/A
1988
11.99%N/A
1987
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20246.91%N/AN/AN/A
202310.92%2.33%-3.27%3.78%
2022-6.85%-8.57%-3.90%11.92%
202110.45%6.82%0.22%8.24%
2020-27.16%13.23%-1.93%15.20%
201910.83%5.57%1.98%4.83%
2018-3.15%3.00%1.71%-14.33%
20175.59%1.73%4.69%-2.03%
2016-5.29%-2.33%6.39%11.55%
201517.36%-2.59%-8.04%4.73%
20144.11%2.07%-1.44%-2.12%
20130.21%2.88%13.60%4.99%
201210.54%-5.72%5.74%7.34%
20114.19%2.29%-26.01%3.96%
20101.43%-11.09%7.00%3.82%
2009-13.77%17.25%20.95%3.89%
2008-16.77%-5.16%-5.39%-18.75%
20071.77%8.06%-6.70%-1.12%
20069.55%-1.83%5.53%4.43%
20055.27%5.90%7.68%2.91%
20042.49%4.33%-2.84%5.57%
2003-12.67%19.67%2.07%11.23%
20023.14%-16.35%-28.60%12.98%
2001-7.48%2.33%-20.56%12.17%
20001.99%4.33%-1.16%-2.28%
19996.96%10.84%1.79%25.72%
199823.16%7.64%-16.88%11.20%
19979.80%4.70%0.93%0.04%
199612.77%8.77%-3.01%6.62%
1995-3.67%1.80%1.51%-1.72%
1994-2.56%-8.06%0.20%-3.58%
199312.38%-1.15%6.30%13.07%
19923.58%-0.50%-7.49%3.67%
199114.55%0.67%-0.79%-3.08%
1990-3.87%8.99%-20.84%-4.41%
19896.12%4.97%9.49%-2.99%
19880.87%7.59%3.44%-0.24%
1987-13.66%N/AN/AN/A

Rank In Category (By Total Return)

YTD64
1-Month45
3-Month31
1-Year62
3-Year53
5-Year46

Load Adjusted Returns

1-Year10.49%
3-Year6.37%
5-Year8.36%
10-Year6.06%