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Ausgewogen Deutschland (VaR 15) (0P00000XHA.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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228.790.00 (0.00%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.78%
5-year average return5.31%
Number of years up17
Number of years down9
Best 1-yr total return (22 May 2024)29.00%
Worst 1-yr total return (22 May 2024)N/A
Best 3-yr total return29.00%
Worst 3-yr total return-0.89%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000XHA.FCategory
YTD8.88%0.00%
1-month-0.16%0.00%
3-month6.59%0.00%
1-year14.61%0.00%
3-year4.93%0.00%
5-year4.22%0.00%
10-year4.50%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000XHA.FCategory
2024
N/AN/A
2023
5.79%N/A
2022
-8.91%N/A
2021
19.74%N/A
2020
-7.23%N/A
2019
19.55%N/A
2018
-10.15%N/A
2017
5.23%N/A
2016
2.96%N/A
2015
6.06%N/A
2014
8.36%N/A
2013
9.62%N/A
2012
9.88%N/A
2011
-9.53%N/A
2010
15.45%N/A
2009
29.00%N/A
2008
-38.93%N/A
2007
-2.08%N/A
2006
10.04%N/A
2005
22.75%N/A
2004
7.74%N/A
2003
1.95%N/A
2002
-20.21%N/A
2001
-18.30%N/A
2000
-3.84%N/A
1999
44.09%N/A
1998
17.50%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20249.05%N/AN/AN/A
2023-0.25%1.80%-0.41%4.61%
2022-2.87%-6.51%-1.39%1.72%
20218.25%3.02%0.97%6.34%
2020-18.17%6.02%2.09%4.75%
201910.29%1.08%3.27%3.85%
2018-4.25%3.26%1.66%-10.61%
20172.22%-0.94%0.71%3.18%
2016-2.42%-0.22%2.73%2.94%
201510.74%-1.35%-6.52%3.86%
20140.73%2.74%1.75%2.91%
20136.14%-1.45%2.51%2.24%
20126.45%-0.94%3.71%0.48%
2011-2.90%-3.00%-9.48%6.12%
20106.79%-2.20%2.22%8.15%
2009-2.69%13.63%11.65%4.49%
2008-14.49%-1.31%-8.59%-20.83%
20070.76%4.56%-4.18%-3.01%
20065.18%-6.33%6.07%5.29%
20053.58%7.47%5.90%4.13%
20042.96%1.27%-0.74%4.10%
2003-6.62%5.52%-0.91%4.40%
20021.54%-11.28%-12.67%1.43%
2001-10.93%1.38%-24.36%19.61%
200015.36%-6.12%2.35%-13.25%
19996.44%7.40%-5.37%33.20%
199816.36%10.00%-15.39%8.50%

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-year14.61%
3-year4.93%
5-year4.22%
10-year4.50%