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Ostrum Actions CAC 40 (0P000029OS.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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2,715.60+4.69 (+0.17%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.90%
5-year average return11.75%
Number of years up13
Number of years down5
Best 1-yr total return (15 May 2024)31.54%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return31.54%
Worst 3-yr total return1.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000029OS.FCategory
YTD6.80%0.00%
1-month-1.99%0.00%
3-month5.10%0.00%
1-year9.29%0.00%
3-year11.43%0.00%
5-year10.23%0.00%
10-year8.96%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000029OS.FCategory
2024
N/AN/A
2023
19.61%N/A
2022
-6.64%N/A
2021
31.54%N/A
2020
-5.22%N/A
2019
30.07%N/A
2018
-8.28%N/A
2017
12.39%N/A
2016
8.54%N/A
2015
11.57%N/A
2014
2.47%N/A
2013
21.82%N/A
2012
20.13%N/A
2011
-13.65%N/A
2010
0.25%N/A
2009
27.67%N/A
2008
-40.50%N/A
2007
4.09%N/A
2006
18.95%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.98%N/AN/AN/A
202313.24%3.40%-3.47%5.82%
2022-6.74%-9.02%-2.18%12.49%
20219.50%9.00%0.36%9.81%
2020-26.22%13.39%-2.09%15.72%
201913.32%6.10%2.65%5.38%
2018-2.58%5.59%3.21%-13.61%
20175.46%2.29%4.23%-0.05%
2016-5.19%-0.65%5.12%9.63%
201518.00%-2.77%-6.75%4.29%
20142.31%3.14%-0.05%-2.84%
20132.63%2.76%10.99%4.07%
20128.52%-3.65%5.55%8.85%
20114.79%2.77%-24.73%6.53%
20100.92%-10.78%8.12%2.98%
2009-12.79%15.90%21.18%4.23%
2008-16.17%-3.01%-8.93%-19.65%
20071.73%10.05%-5.59%-1.52%
20069.71%-4.56%7.57%5.60%
20058.20%4.42%N/AN/A

Rank in category (by total return)

YTD16
1-month60
3-month19
1-year20
3-year1
5-year4

Load adjusted returns

1-year7.11%
3-year10.69%
5-year9.78%
10-year8.74%