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Ofi Invest ISR Actions Europe (0P00000PUF.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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109.98-0.33 (-0.30%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.98%
5-year average return5.75%
Number of years up20
Number of years down10
Best 1-yr total return (2 Jul 2024)37.68%
Worst 1-yr total return (2 Jul 2024)N/A
Best 3-yr total return37.68%
Worst 3-yr total return-0.48%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000PUF.FCategory
YTD9.84%0.00%
1-month3.80%0.00%
3-month6.04%0.00%
1-year12.62%0.00%
3-year4.49%0.00%
5-year7.39%0.00%
10-year5.50%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000PUF.FCategory
2024
N/AN/A
2023
12.27%N/A
2022
-12.20%N/A
2021
16.94%N/A
2020
-3.15%N/A
2019
25.08%N/A
2018
-13.70%N/A
2017
13.94%N/A
2016
6.73%N/A
2015
9.71%N/A
2014
5.39%N/A
2013
25.78%N/A
2012
12.34%N/A
2011
-18.94%N/A
2010
8.23%N/A
2009
37.68%N/A
2008
-38.74%N/A
2007
-1.25%N/A
2006
15.93%N/A
2005
23.21%N/A
2004
10.28%N/A
2003
15.14%N/A
2002
-28.71%N/A
2001
-13.05%N/A
2000
-7.72%N/A
1999
62.35%N/A
1998
13.01%N/A
1997
24.36%N/A
1996
33.27%N/A
1995
4.16%N/A
1994
-2.47%N/A
1993
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20247.16%N/AN/AN/A
20239.57%2.31%-4.49%4.86%
2022-7.63%-10.23%-3.61%9.83%
20217.87%3.90%-0.20%4.55%
2020-25.78%14.37%0.50%13.53%
20199.93%2.53%3.28%7.44%
2018-2.99%1.81%1.50%-13.90%
20177.67%3.16%3.31%-0.70%
2016-6.81%-1.28%7.74%7.68%
201518.78%-3.03%-10.39%6.29%
20144.13%3.75%-0.71%-1.75%
20130.15%0.96%15.36%7.84%
20129.78%-9.36%7.58%4.94%
20112.72%-1.08%-23.01%3.60%
20103.22%-6.37%5.59%6.06%
2009-10.85%20.83%21.69%5.02%
2008-15.46%-4.07%-6.59%-19.13%
20073.18%4.89%-6.84%-2.06%
20066.79%-2.69%5.86%5.38%
20054.47%5.89%7.36%3.74%
20042.71%2.87%-1.02%5.46%
2003-11.93%15.81%2.23%10.43%
20021.55%-13.08%-23.09%5.00%
2001-7.36%1.04%-17.14%12.10%
20000.61%0.09%-0.67%-7.73%
19998.28%13.47%-0.52%32.83%
199819.34%3.93%-20.16%14.12%
199712.21%15.23%2.45%-6.13%
199612.11%5.82%2.67%9.42%
1995-5.24%7.14%6.19%-3.38%
1994-2.64%-5.03%5.61%-0.12%
19932.50%16.50%N/AN/A

Rank in category (by total return)

YTD46
1-month20
3-month46
1-year77
3-year74
5-year67

Load adjusted returns

1-year10.37%
3-year3.78%
5-year6.96%
10-year5.29%