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Caixabank Bolsa Índice Esp. Inst Plus FI (0P0000YJR4.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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12.12-0.09 (-0.77%)
As of 10:00PM CEST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return11.54%
5-Year Average Return7.39%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Jun 26, 2024)27.60%
Worst 1 Yr Total Return (Jun 26, 2024)N/A
Best 3-Yr Total Return27.60%
Worst 3-Yr Total Return-3.54%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000YJR4.FCategory
YTD14.25%0.00%
1-Month4.51%0.00%
3-Month14.87%0.00%
1-Year30.22%0.00%
3-Year11.40%0.00%
5-Year8.38%0.00%
10-Year4.27%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000YJR4.FCategory
2024
N/AN/A
2023
27.60%N/A
2022
-2.14%N/A
2021
10.57%N/A
2020
-12.72%N/A
2019
16.32%N/A
2018
-11.60%N/A
2017
11.03%N/A
2016
2.46%N/A
2015
-3.50%N/A
2014
8.31%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202410.48%N/AN/AN/A
202312.71%5.71%-0.90%8.08%
2022-2.67%-2.73%-8.27%12.68%
20216.61%3.79%0.25%-0.32%
2020-28.56%7.95%-6.65%21.24%
20198.83%1.23%1.00%4.53%
2018-3.94%1.94%-1.85%-8.01%
201712.36%1.23%-0.11%-2.28%
2016-7.87%-4.79%8.35%7.80%
201512.84%-5.24%-10.60%0.94%
20145.19%6.81%0.14%-3.73%
201319.97%9.16%N/AN/A

Rank In Category (By Total Return)

YTD27
1-Month72
3-Month27
1-Year18
3-Year15
5-Year15

Load Adjusted Returns

1-Year30.22%
3-Year11.40%
5-Year8.38%
10-Year4.27%