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UBP Asset Allocation Balanced EUR Acc (0P0000XXAB.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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1,334.69+2.87 (+0.22%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.00%
5-Year Average Return0.00%
Number of Years Up8
Number of Years Down3
Best 1 Yr Total Return (Invalid Date)12.21%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return12.21%
Worst 3-Yr Total Return-1.32%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000XXAB.FCategory
YTD3.42%0.00%
1-Month-0.88%0.00%
3-Month2.65%0.00%
1-Year8.12%0.00%
3-Year0.40%0.00%
5-Year2.37%0.00%
10-Year2.43%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000XXAB.FCategory
2024
N/AN/A
2023
7.54%N/A
2022
-14.52%N/A
2021
8.73%N/A
2020
5.52%N/A
2019
12.21%N/A
2018
-8.78%N/A
2017
6.40%N/A
2016
-1.00%N/A
2015
3.15%N/A
2014
3.66%N/A
2013
5.01%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20244.34%N/AN/AN/A
20232.60%1.54%-1.66%4.97%
2022-6.55%-7.98%-1.04%0.44%
20210.37%3.80%0.70%3.64%
2020-8.25%8.88%3.01%2.55%
20196.35%2.07%1.29%2.07%
2018-2.50%-0.16%0.86%-7.09%
20172.69%0.97%1.11%1.49%
2016-4.09%0.16%2.70%0.34%
20155.46%-1.56%-5.42%5.05%
20140.00%0.88%0.62%2.13%
20131.24%-3.12%3.69%3.25%

Rank In Category (By Total Return)

YTD29
1-Month22
3-Month20
1-Year50
3-Year55
5-Year55

Load Adjusted Returns

1-Year8.12%
3-Year0.40%
5-Year2.37%
10-Year2.43%