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Welzia World Equity FI (0P00001BAW.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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16.91+0.01 (+0.08%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return6.65%
5-year average return6.52%
Number of years up12
Number of years down6
Best 1-yr total return (25 Jun 2024)21.45%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return21.45%
Worst 3-yr total return-0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00001BAW.FCategory
YTD4.50%0.00%
1-month1.13%0.00%
3-month0.65%0.00%
1-year12.33%0.00%
3-year1.27%0.00%
5-year6.93%0.00%
10-year4.03%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00001BAW.FCategory
2024
N/AN/A
2023
12.55%N/A
2022
-18.03%N/A
2021
16.85%N/A
2020
11.51%N/A
2019
20.97%N/A
2018
-14.58%N/A
2017
12.94%N/A
2016
1.15%N/A
2015
-0.16%N/A
2014
4.06%N/A
2013
19.57%N/A
2012
6.91%N/A
2011
-9.48%N/A
2010
10.94%N/A
2009
21.45%N/A
2008
-43.60%N/A
2007
-1.48%N/A
2006
11.67%N/A
2005
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.56%N/AN/AN/A
20234.37%4.44%-3.79%7.31%
2022-5.93%-13.52%-4.62%5.63%
20214.89%5.91%0.16%5.02%
2020-19.45%18.24%6.18%10.25%
201911.19%2.02%0.29%6.33%
2018-3.11%1.01%3.52%-15.70%
20171.85%1.96%3.66%4.92%
2016-3.33%-2.95%2.04%5.66%
20158.29%-5.26%-5.51%2.99%
20141.15%3.40%-1.09%0.60%
201310.64%-0.07%4.52%3.46%
20126.33%-4.71%7.00%-1.38%
20113.67%-2.09%-15.38%5.39%
20104.00%-9.42%8.43%8.61%
2009-8.62%10.92%14.29%4.84%
2008-13.33%1.04%-13.88%-25.21%
20070.92%4.76%-2.48%-4.44%
20068.09%-6.03%2.12%7.65%
20057.38%4.19%N/AN/A

Rank in category (by total return)

YTD88
1-month65
3-month62
1-year79
3-year81
5-yearN/A

Load adjusted returns

1-year12.33%
3-year1.27%
5-year6.93%
10-year4.03%