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Monceau Portefeuille (0P00002ALI.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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549.44+1.79 (+0.33%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.28%
5-Year Average Return-1.11%
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (May 16, 2024)14.80%
Worst 1 Yr Total Return (May 16, 2024)N/A
Best 3-Yr Total Return14.80%
Worst 3-Yr Total Return-5.74%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00002ALI.FCategory
YTD2.59%0.00%
1-Month-1.75%0.00%
3-Month2.30%0.00%
1-Year3.76%0.00%
3-Year-4.55%0.00%
5-Year-1.91%0.00%
10-Year0.02%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00002ALI.FCategory
2024
N/AN/A
2023
1.72%N/A
2022
-18.28%N/A
2021
6.94%N/A
2020
-4.16%N/A
2019
14.80%N/A
2018
-9.75%N/A
2017
4.61%N/A
2016
-1.10%N/A
2015
8.72%N/A
2014
6.10%N/A
2013
10.86%N/A
2012
0.84%N/A
2011
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.42%N/AN/AN/A
20233.03%-2.15%-2.29%3.26%
2022-8.61%-7.95%-6.74%4.17%
20213.36%3.50%-1.33%1.31%
2020-19.49%9.26%0.77%8.12%
20197.80%2.63%0.92%2.82%
20180.43%-0.29%0.50%-10.32%
20171.62%4.10%-0.77%-0.35%
2016-4.99%0.76%4.16%-0.82%
20154.20%4.68%-2.10%1.81%
20148.78%-0.05%-3.09%0.70%
20133.78%-0.59%2.74%4.58%
20127.11%-5.96%-1.09%1.22%
2011-3.20%N/AN/AN/A

Rank In Category (By Total Return)

YTD57
1-Month73
3-Month46
1-Year85
3-Year96
5-Year97

Load Adjusted Returns

1-Year0.65%
3-Year-5.52%
5-Year-2.51%
10-Year-0.29%