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Ofi Invest Equilibre Monde Opportunités (0P00000HEB.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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161.48-0.21 (-0.13%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.34%
5-year average return3.08%
Number of years up19
Number of years down6
Best 1-yr total return (27 Jun 2024)17.92%
Worst 1-yr total return (27 Jun 2024)N/A
Best 3-yr total return17.92%
Worst 3-yr total return-1.64%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000HEB.FCategory
YTD4.42%0.00%
1-month1.02%0.00%
3-month2.11%0.00%
1-year10.20%0.00%
3-year1.26%0.00%
5-year3.42%0.00%
10-year3.16%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000HEB.FCategory
2024
N/AN/A
2023
10.26%N/A
2022
-15.06%N/A
2021
10.84%N/A
2020
1.08%N/A
2019
16.31%N/A
2018
-9.96%N/A
2017
3.72%N/A
2016
4.23%N/A
2015
6.24%N/A
2014
9.59%N/A
2013
15.47%N/A
2012
11.68%N/A
2011
-12.05%N/A
2010
2.74%N/A
2009
17.92%N/A
2008
-20.73%N/A
2007
3.34%N/A
2006
7.53%N/A
2005
12.46%N/A
2004
8.40%N/A
2003
13.74%N/A
2002
-8.93%N/A
2001
-1.74%N/A
2000
6.41%N/A
1999
16.98%N/A
1998
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.01%N/AN/AN/A
20233.86%1.45%-1.76%6.53%
2022-6.13%-9.07%-2.93%2.51%
20213.55%2.32%0.75%3.84%
2020-13.35%8.03%1.57%6.32%
20197.98%2.71%3.22%1.60%
2018-2.75%1.45%0.72%-9.40%
20172.29%-0.44%1.40%0.44%
2016-2.62%-0.82%3.54%4.23%
201510.67%-3.34%-5.23%4.80%
20143.55%2.78%1.75%1.21%
20130.76%1.50%7.98%4.56%
20128.03%-5.64%5.57%3.78%
20112.18%0.11%-16.20%2.59%
20101.98%-5.10%4.75%1.35%
2009-7.73%11.18%12.79%1.92%
2008-7.66%-3.13%-3.55%-8.11%
20071.06%3.05%-0.81%0.04%
20063.02%-2.37%4.45%2.36%
20052.48%4.06%3.67%1.73%
20042.32%0.98%0.13%4.77%
2003-3.43%10.18%0.87%5.98%
20020.87%-5.05%-9.23%4.76%
2001-1.83%0.57%-5.84%5.71%
20003.31%1.66%0.39%0.92%
19993.08%3.29%-1.29%11.31%
1998-9.08%10.03%N/AN/A

Rank in category (by total return)

YTD34
1-month52
3-month29
1-year32
3-year41
5-year46

Load adjusted returns

1-year8.00%
3-year0.58%
5-year3.00%
10-year2.95%