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ERES Montpensier Allocation Flexible H (0P00013WB2.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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608.03+3.40 (+0.56%)
As of 10:00PM CEST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.72%
5-Year Average Return3.26%
Number of Years Up5
Number of Years Down3
Best 1 Yr Total Return (Jul 3, 2024)12.13%
Worst 1 Yr Total Return (Jul 3, 2024)N/A
Best 3-Yr Total Return12.13%
Worst 3-Yr Total Return-1.39%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00013WB2.FCategory
YTD2.72%0.00%
1-Month3.12%0.00%
3-Month3.29%0.00%
1-Year7.82%0.00%
3-Year0.22%0.00%
5-Year4.25%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00013WB2.FCategory
2024
N/AN/A
2023
9.95%N/A
2022
-14.50%N/A
2021
8.54%N/A
2020
12.13%N/A
2019
10.23%N/A
2018
-9.91%N/A
2017
6.81%N/A
2016
-0.33%N/A
2015
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.35%N/AN/AN/A
20235.92%0.73%-3.10%6.35%
2022-7.41%-8.38%-3.68%4.64%
20212.54%3.47%-0.61%2.93%
2020-13.81%12.41%4.60%10.65%
20195.60%1.65%0.13%2.56%
2018-1.32%0.47%0.09%-9.21%
20172.15%2.11%2.09%0.31%
2016-3.46%-2.31%4.44%1.18%
2015-4.16%3.91%N/AN/A

Rank In Category (By Total Return)

YTD71
1-Month11
3-Month32
1-Year58
3-Year67
5-Year40

Load Adjusted Returns

1-Year2.43%
3-Year-1.48%
5-Year3.19%
10-YearN/A