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Weltportfolio Dynamik (0P0000GA99.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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202.70+0.14 (+0.07%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return8.53%
5-Year Average Return5.96%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Jun 28, 2024)34.39%
Worst 1 Yr Total Return (Jun 28, 2024)N/A
Best 3-Yr Total Return34.39%
Worst 3-Yr Total Return-0.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000GA99.FCategory
YTD4.88%0.00%
1-Month0.38%0.00%
3-Month2.65%0.00%
1-Year11.57%0.00%
3-Year5.20%0.00%
5-Year5.51%0.00%
10-Year5.59%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000GA99.FCategory
2024
N/AN/A
2023
14.09%N/A
2022
-6.62%N/A
2021
10.53%N/A
2020
-3.13%N/A
2019
23.06%N/A
2018
-9.93%N/A
2017
9.82%N/A
2016
2.24%N/A
2015
8.94%N/A
2014
10.56%N/A
2013
17.28%N/A
2012
12.82%N/A
2011
-11.27%N/A
2010
19.92%N/A
2009
34.39%N/A
2008
-40.21%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.96%N/AN/AN/A
20233.95%4.32%0.19%5.02%
20221.12%0.29%0.85%-8.70%
20213.47%4.41%1.91%0.40%
2020-9.27%2.58%0.26%3.80%
201912.84%1.08%2.28%5.49%
2018-2.27%4.23%1.18%-12.61%
20174.94%0.14%1.32%3.15%
2016-5.13%-0.72%6.40%2.03%
201512.94%-0.32%-10.17%7.72%
20141.31%4.17%1.56%3.16%
20137.72%-1.64%6.41%4.02%
20129.85%-4.52%6.86%0.65%
2011-1.86%-2.36%-12.04%5.27%
20107.93%-1.82%2.89%10.00%
2009-2.16%16.31%13.60%3.94%
2008-13.36%-2.70%-9.86%-21.32%

Rank In Category (By Total Return)

YTD41
1-Month86
3-Month32
1-Year28
3-Year9
5-Year25

Load Adjusted Returns

1-Year6.00%
3-Year3.42%
5-Year4.44%
10-Year5.05%