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Balaton Inversiones SICAV (S3243.MC)

MCE - MCE Delayed Price. Currency in EUR
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0.00000.0000 (+228.00%)
At close: 03:41AM CEST

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up10
Number of Years Down3
Best 1 Yr Total Return (Invalid Date)12.10%
Worst 1 Yr Total Return (Invalid Date)-28.94%
Best 3-Yr Total Return12.10%
Worst 3-Yr Total Return-9.03%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
ReturnS3243.MCCategory
YTD-5.55%0.00%
1-Month0.76%0.00%
3-Month-5.05%0.00%
1-Year-1.27%0.00%
3-Year2.45%0.00%
5-Year1.98%0.00%
10-Year3.31%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
S3243.MCCategory
2021
N/AN/A
2020
3.05%N/A
2019
6.76%N/A
2018
0.30%N/A
2017
0.25%N/A
2016
1.77%N/A
2015
6.19%N/A
2014
6.44%-7.27%
2013
1.31%13.05%
2012
7.91%7.88%
2011
-14.25%-7.87%
2010
-5.48%-5.10%
2009
12.10%12.89%
2008
-28.94%-19.70%
2007
N/A12.78%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20212.20%N/AN/AN/A
2020-1.92%4.01%-0.53%1.55%
20193.70%0.29%1.83%0.80%
20180.00%3.22%2.17%-4.89%
20172.43%-1.73%-1.24%0.85%
20160.97%0.93%0.44%-0.58%
20158.31%-0.14%-1.45%-0.37%
20142.13%2.24%1.52%0.41%
20132.32%-2.45%0.67%0.82%
20124.33%-5.65%5.16%4.25%
2011-0.09%-1.39%-15.77%3.33%
2010-1.42%-9.17%4.80%0.72%
2009-4.46%8.17%5.36%2.95%
2008-11.73%-4.31%-6.68%-9.86%
20074.23%-6.17%-2.59%N/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year5.10%
3-Year3.61%
5-Year2.82%
10-Year2.33%