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Montségur Patrimoine I (0P0000KVBE.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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139.38-0.10 (-0.07%)
As of 10:00PM CEST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.78%
5-Year Average Return2.51%
Number of Years Up10
Number of Years Down4
Best 1 Yr Total Return (Jun 21, 2024)7.67%
Worst 1 Yr Total Return (Jun 21, 2024)N/A
Best 3-Yr Total Return7.67%
Worst 3-Yr Total Return-1.96%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000KVBE.FCategory
YTD5.16%0.00%
1-Month1.33%0.00%
3-Month2.88%0.00%
1-Year10.65%0.00%
3-Year3.20%0.00%
5-Year2.67%0.00%
10-Year1.56%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000KVBE.FCategory
2024
N/AN/A
2023
7.24%N/A
2022
-4.75%N/A
2021
6.52%N/A
2020
-3.27%N/A
2019
4.02%N/A
2018
-6.34%N/A
2017
4.50%N/A
2016
1.62%N/A
2015
1.03%N/A
2014
4.68%N/A
2013
7.67%N/A
2012
3.85%N/A
2011
-3.16%N/A
2010
1.42%N/A
2009
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.90%N/AN/AN/A
20231.08%1.87%-0.48%4.66%
2022-2.72%-2.75%-1.05%1.75%
20211.63%2.50%-0.75%3.04%
2020-9.10%2.92%-0.81%4.23%
20191.11%1.08%1.15%0.62%
2018-3.19%-0.84%0.36%-2.78%
20171.40%1.21%0.60%1.22%
2016-0.59%1.12%1.01%0.07%
20154.24%-1.57%-2.89%1.39%
20141.53%2.36%0.48%0.25%
20132.21%0.47%2.54%2.26%
20122.00%-1.78%1.80%1.82%
20112.39%-0.06%-5.99%0.67%
20100.64%-2.55%2.26%1.13%
20090.58%N/AN/AN/A

Rank In Category (By Total Return)

YTD39
1-Month52
3-Month39
1-Year36
3-Year29
5-Year61

Load Adjusted Returns

1-Year7.94%
3-Year2.35%
5-Year2.16%
10-Year1.31%