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Phileas Equity Europe I (0P00016WZF.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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163.87+1.28 (+0.79%)
As of 10:00PM CEST. Market open.

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return16.18%
5-Year Average Return5.70%
Number of Years Up4
Number of Years Down3
Best 1 Yr Total Return (Jun 13, 2023)27.58%
Worst 1 Yr Total Return (Jun 13, 2023)N/A
Best 3-Yr Total Return27.58%
Worst 3-Yr Total Return0.01%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00016WZF.FCategory
YTD16.18%0.00%
1-Month0.90%0.00%
3-Month6.07%0.00%
1-Year17.16%0.00%
3-Year14.03%0.00%
5-Year5.70%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00016WZF.FCategory
2023
N/AN/A
2022
-19.51%N/A
2021
27.58%N/A
2020
7.02%N/A
2019
22.55%N/A
2018
-10.06%N/A
2017
13.28%N/A
2016
-1.81%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
202313.62%N/AN/AN/A
2022-9.79%-13.96%-0.48%4.20%
20216.47%9.38%1.96%7.44%
2020-22.13%16.27%6.70%10.79%
20198.14%6.95%0.61%5.33%
2018-1.13%4.98%2.32%-15.30%
20179.86%2.69%0.56%-0.15%
2016-3.34%-1.57%6.33%-2.94%

Rank In Category (By Total Return)

YTD5
1-Month90
3-Month44
1-Year26
3-Year13
5-Year38

Load Adjusted Returns

1-Year0.54%
3-Year10.82%
5-Year4.43%
10-YearN/A