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PhiTrust Active Investors France (0P0000AEZW.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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354.14-0.69 (-0.19%)
As of 10:00PM CEST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.62%
5-Year Average Return8.32%
Number of Years Up14
Number of Years Down6
Best 1 Yr Total Return (Jul 2, 2024)30.10%
Worst 1 Yr Total Return (Jul 2, 2024)N/A
Best 3-Yr Total Return30.10%
Worst 3-Yr Total Return1.58%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000AEZW.FCategory
YTD10.24%0.00%
1-Month3.13%0.00%
3-Month4.53%0.00%
1-Year17.93%0.00%
3-Year10.30%0.00%
5-Year10.98%0.00%
10-Year7.79%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000AEZW.FCategory
2024
N/AN/A
2023
21.41%N/A
2022
-9.36%N/A
2021
30.10%N/A
2020
-6.75%N/A
2019
28.91%N/A
2018
-10.47%N/A
2017
11.45%N/A
2016
6.58%N/A
2015
10.79%N/A
2014
0.33%N/A
2013
20.42%N/A
2012
19.68%N/A
2011
-12.05%N/A
2010
-0.42%N/A
2009
24.99%N/A
2008
-39.58%N/A
2007
3.89%N/A
2006
20.29%N/A
2005
25.36%N/A
2004
9.98%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.90%N/AN/AN/A
202314.56%4.67%-4.13%5.61%
2022-8.38%-8.43%-3.82%12.33%
20218.58%9.37%-0.63%10.25%
2020-26.20%14.37%-2.60%13.41%
201913.22%5.92%2.32%5.06%
2018-3.52%4.33%3.15%-13.77%
20175.52%2.03%3.83%-0.29%
2016-5.09%0.28%3.58%8.11%
201516.96%-2.86%-6.15%3.91%
20141.64%2.70%-0.41%-3.48%
20132.89%2.69%9.82%3.78%
20128.24%-3.35%5.33%8.61%
20115.21%2.43%-22.59%5.42%
20100.68%-10.90%7.87%2.91%
2009-12.89%15.06%19.70%4.18%
2008-15.76%-3.04%-8.59%-19.08%
20071.49%9.63%-5.04%-1.67%
200610.53%-2.87%6.19%5.52%
20056.24%6.06%8.47%2.57%
20042.50%5.07%-2.65%4.90%

Rank In Category (By Total Return)

YTD10
1-Month22
3-Month31
1-Year8
3-Year4
5-Year11

Load Adjusted Returns

1-Year16.75%
3-Year9.93%
5-Year10.75%
10-Year7.68%