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LINGOHR-SYSTEMATIC-INVEST (0P00000OZB.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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136.83+0.81 (+0.60%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return8.27%
5-year average return5.84%
Number of years up21
Number of years down6
Best 1-yr total return (19 Jun 2024)48.69%
Worst 1-yr total return (19 Jun 2024)N/A
Best 3-yr total return48.69%
Worst 3-yr total return-5.91%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000OZB.FCategory
YTD8.84%0.00%
1-month0.47%0.00%
3-month5.87%0.00%
1-year17.89%0.00%
3-year5.74%0.00%
5-year6.76%0.00%
10-year4.93%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000OZB.FCategory
2024
N/AN/A
2023
11.41%N/A
2022
-4.72%N/A
2021
22.31%N/A
2020
-12.59%N/A
2019
18.83%N/A
2018
-19.80%N/A
2017
11.06%N/A
2016
14.09%N/A
2015
2.37%N/A
2014
12.61%N/A
2013
12.25%N/A
2012
16.39%N/A
2011
-12.89%N/A
2010
23.38%N/A
2009
48.69%N/A
2008
-46.24%N/A
2007
1.07%N/A
2006
21.88%N/A
2005
32.58%N/A
2004
15.38%N/A
2003
32.14%N/A
2002
-19.51%N/A
2001
3.65%N/A
2000
38.13%N/A
1999
39.71%N/A
1998
11.89%N/A
1997
20.08%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.12%N/AN/AN/A
20233.31%2.14%2.66%2.84%
2022-0.37%-8.36%-4.44%9.21%
202116.02%2.42%0.64%2.28%
2020-36.16%16.50%-1.69%19.56%
201912.66%-2.52%-0.15%8.37%
2018-6.41%1.88%0.83%-16.58%
20175.31%-1.54%2.00%5.02%
2016-3.28%-3.14%9.11%11.60%
201513.70%-2.23%-16.81%10.70%
20140.87%6.53%0.76%4.00%
20134.37%-4.50%7.37%4.89%
20129.62%-6.66%7.29%6.02%
20110.60%-2.76%-17.12%7.43%
201010.11%-4.60%5.01%11.85%
2009-7.03%31.45%16.95%4.03%
2008-15.27%-3.50%-15.21%-22.46%
20072.33%7.75%-2.84%-5.66%
20069.85%-4.23%5.27%10.06%
20056.89%7.57%10.07%4.76%
20047.21%1.59%1.36%4.51%
2003-11.30%18.34%9.19%15.30%
20027.65%-11.96%-19.82%5.92%
2001-1.88%5.75%-21.44%27.16%
20000.57%5.89%7.57%20.58%
19998.24%17.81%2.65%6.74%
199823.26%-8.60%-18.79%22.30%
19979.40%8.83%3.04%-2.12%

Rank in category (by total return)

YTD35
1-month84
3-month19
1-year33
3-year37
5-year74

Load adjusted returns

1-year11.99%
3-year3.95%
5-year5.67%
10-year4.40%