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CT Welt Portfolio AMI (0P00014M04.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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158.72+0.24 (+0.15%)
As of 10:00PM CEST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return10.77%
5-Year Average Return6.79%
Number of Years Up7
Number of Years Down2
Best 1 Yr Total Return (Jun 25, 2024)22.86%
Worst 1 Yr Total Return (Jun 25, 2024)N/A
Best 3-Yr Total Return22.86%
Worst 3-Yr Total Return-0.83%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00014M04.FCategory
YTD8.60%0.00%
1-Month0.94%0.00%
3-Month2.42%0.00%
1-Year13.67%0.00%
3-Year1.53%0.00%
5-Year6.93%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00014M04.FCategory
2024
N/AN/A
2023
6.73%N/A
2022
-15.19%N/A
2021
12.85%N/A
2020
13.76%N/A
2019
22.86%N/A
2018
-11.80%N/A
2017
6.31%N/A
2016
4.01%N/A
2015
4.56%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20248.81%N/AN/AN/A
20231.01%1.72%-0.85%4.77%
2022-5.05%-10.13%-1.07%0.46%
20214.37%4.21%-0.66%4.44%
2020-16.66%18.03%5.36%9.76%
201912.89%0.29%2.65%5.71%
2018-5.56%6.27%1.57%-13.48%
20174.33%-1.75%0.93%2.75%
2016-5.62%1.80%5.09%3.00%
201513.04%-1.61%-13.52%8.70%

Rank In Category (By Total Return)

YTD56
1-Month70
3-Month32
1-Year72
3-Year79
5-Year90

Load Adjusted Returns

1-Year7.99%
3-Year-0.19%
5-Year5.84%
10-YearN/A