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Quilter Investors Glbl Uncons EqA € Acc (0P0000ZPWT.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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2.0870+0.0170 (+0.82%)
As of 10:00PM CEST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.12%
5-Year Average Return8.44%
Number of Years Up6
Number of Years Down4
Best 1 Yr Total Return (Apr 23, 2024)28.66%
Worst 1 Yr Total Return (Apr 23, 2024)N/A
Best 3-Yr Total Return28.66%
Worst 3-Yr Total Return-1.79%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000ZPWT.FCategory
YTD15.50%0.00%
1-Month4.36%0.00%
3-Month15.50%0.00%
1-Year39.65%0.00%
3-Year11.36%0.00%
5-Year9.35%0.00%
10-Year7.51%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000ZPWT.FCategory
2024
N/AN/A
2023
28.66%N/A
2022
-10.04%N/A
2021
24.43%N/A
2020
-15.39%N/A
2019
24.92%N/A
2018
-7.83%N/A
2017
6.22%N/A
2016
-0.80%N/A
2015
9.19%N/A
2014
10.01%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202415.50%N/AN/AN/A
20236.42%11.34%3.12%5.31%
2022-1.19%-8.63%-2.22%1.92%
202120.45%0.97%1.09%1.21%
2020-42.80%16.40%-5.77%34.87%
201912.46%2.79%-0.21%8.30%
2018-3.65%5.92%2.31%-11.73%
20174.04%-2.56%-0.16%4.95%
2016-8.41%-0.87%5.21%3.86%
201514.17%-0.31%-9.76%6.30%
2014-0.58%3.10%2.82%4.38%
20135.82%N/AN/AN/A

Rank In Category (By Total Return)

YTD4
1-Month23
3-Month4
1-Year1
3-Year9
5-Year37

Load Adjusted Returns

1-Year39.65%
3-Year11.36%
5-Year9.35%
10-Year7.51%