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Quilter Investors PM Eq A (EUR) Acc (0P00017ATI.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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1.4920+0.0140 (+0.95%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.72%
5-Year Average Return9.32%
Number of Years Up3
Number of Years Down4
Best 1 Yr Total Return (May 31, 2024)37.26%
Worst 1 Yr Total Return (May 31, 2024)N/A
Best 3-Yr Total Return37.26%
Worst 3-Yr Total Return-4.07%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00017ATI.FCategory
YTD11.36%0.00%
1-Month10.18%0.00%
3-Month20.54%0.00%
1-Year2.38%0.00%
3-Year1.19%0.00%
5-Year9.30%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00017ATI.FCategory
2024
N/AN/A
2023
2.90%N/A
2022
-9.38%N/A
2021
-5.32%N/A
2020
18.50%N/A
2019
37.26%N/A
2018
-13.97%N/A
2017
-6.76%N/A
2016
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20241.07%N/AN/AN/A
20238.86%-7.49%-6.78%9.61%
202210.66%-21.07%-7.73%12.43%
2021-10.09%2.10%-9.38%13.83%
2020-15.95%45.83%6.31%-9.06%
201910.55%10.30%9.96%2.37%
2018-13.74%4.57%-13.56%10.32%
20175.71%-9.63%-0.74%-1.67%
201638.23%-1.84%-14.68%N/A

Rank In Category (By Total Return)

YTD50
1-Month28
3-Month46
1-Year64
3-Year54
5-Year65

Load Adjusted Returns

1-Year2.38%
3-Year1.19%
5-Year9.30%
10-YearN/A