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Ofi Invest ESG Equilibre XL (0P00000XKF.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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190.77-0.37 (-0.19%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.10%
5-year average return2.33%
Number of years up16
Number of years down7
Best 1-yr total return (16 May 2024)12.57%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return12.57%
Worst 3-yr total return-2.01%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000XKF.FCategory
YTD0.95%0.00%
1-month-1.36%0.00%
3-month0.76%0.00%
1-year6.09%0.00%
3-year-0.30%0.00%
5-year1.75%0.00%
10-year2.59%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000XKF.FCategory
2024
N/AN/A
2023
11.85%N/A
2022
-14.40%N/A
2021
5.56%N/A
2020
4.13%N/A
2019
9.59%N/A
2018
-6.50%N/A
2017
5.65%N/A
2016
3.53%N/A
2015
11.40%N/A
2014
-0.44%N/A
2013
10.21%N/A
2012
12.57%N/A
2011
-4.58%N/A
2010
7.18%N/A
2009
11.98%N/A
2008
-15.91%N/A
2007
0.20%N/A
2006
5.53%N/A
2005
14.36%N/A
2004
7.71%N/A
2003
4.26%N/A
2002
-9.78%N/A
2001
-3.44%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.35%N/AN/AN/A
20235.77%1.10%-2.36%7.12%
2022-6.10%-7.79%-5.04%4.09%
20212.46%1.89%0.20%0.91%
2020-9.70%7.97%1.53%5.19%
20194.77%1.96%1.36%1.21%
2018-1.07%0.54%0.01%-6.01%
20172.57%1.04%2.07%-0.13%
2016-2.33%1.16%3.92%0.84%
20159.48%1.28%-2.11%2.64%
20142.08%0.10%-0.64%-1.94%
20131.43%1.01%4.93%2.52%
20126.31%-1.63%4.38%3.12%
20111.18%0.04%-8.85%3.42%
20102.93%-1.32%2.40%3.04%
2009-3.33%8.13%6.04%1.03%
2008-4.10%-0.88%-4.41%-7.45%
20071.46%1.33%-1.62%-0.92%
20063.07%-3.17%3.17%2.49%
20052.30%5.05%3.76%2.56%
20044.05%0.04%-0.20%3.69%
2003-4.24%5.94%0.76%2.00%
20021.51%-6.11%-6.08%0.79%
2001-1.23%1.38%-8.05%4.88%

Rank in category (by total return)

YTD85
1-month71
3-month83
1-year65
3-year75
5-year67

Load adjusted returns

1-year2.91%
3-year-1.31%
5-year1.14%
10-year2.28%