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ERGO Vermögensmanagement Ausgewogen (0P00019Y1J.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
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56.51-0.10 (-0.18%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return4.20%
5-Year Average Return3.02%
Number of Years Up4
Number of Years Down2
Best 1 Yr Total Return (Jun 4, 2024)14.74%
Worst 1 Yr Total Return (Jun 4, 2024)N/A
Best 3-Yr Total Return14.74%
Worst 3-Yr Total Return-1.34%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00019Y1J.FCategory
YTD2.71%0.00%
1-Month-1.19%0.00%
3-Month2.30%0.00%
1-Year8.66%0.00%
3-Year0.75%0.00%
5-Year2.19%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00019Y1J.FCategory
2024
N/AN/A
2023
9.05%N/A
2022
-13.91%N/A
2021
9.84%N/A
2020
1.55%N/A
2019
14.74%N/A
2018
-9.73%N/A
2017
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20243.95%N/AN/AN/A
20232.77%1.79%-1.21%5.53%
2022-4.33%-8.81%-2.94%1.67%
20212.40%3.34%0.84%2.93%
2020-12.36%7.39%2.07%5.71%
20198.43%1.72%2.17%1.82%
2018-3.31%0.33%1.11%-7.95%
20170.26%2.36%1.86%N/A

Rank In Category (By Total Return)

YTD48
1-Month38
3-Month30
1-Year44
3-Year46
5-Year58

Load Adjusted Returns

1-Year3.77%
3-Year-0.78%
5-Year1.26%
10-YearN/A