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Sigma Plus Balanced (0P00001BZW.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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45.45-0.14 (-0.31%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return rating★★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up14
Number of years down4
Best 1-yr total return (Invalid Date)12.51%
Worst 1-yr total return (Invalid Date)-9.51%
Best 3-yr total return12.51%
Worst 3-yr total return-1.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00001BZW.FCategory
YTD1.73%2.59%
1-month0.66%1.42%
3-month3.01%2.59%
1-year1.79%7.85%
3-year1.22%3.61%
5-year1.24%5.63%
10-year0.00%1.77%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00001BZW.FCategory
2020
N/AN/A
2019
9.24%N/A
2018
-6.56%N/A
2017
3.70%N/A
2016
0.04%N/A
2015
-0.54%3.84%
2014
7.27%4.36%
2013
5.74%8.31%
2012
4.42%9.25%
2011
0.91%-6.41%
2010
3.31%3.40%
2009
5.58%14.49%
2008
-9.51%-19.76%
2007
3.43%1.87%
2006
10.82%8.69%
2005
12.51%13.04%
2004
6.28%7.07%
2003
12.04%9.84%
2002
-12.54%-14.12%
2001
N/A-7.24%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-7.61%5.86%1.53%N/A
20194.75%0.97%0.64%2.62%
2018-2.55%0.32%1.10%-5.46%
20171.42%0.18%1.06%1.00%
2016-1.85%0.37%1.62%-0.07%
20155.10%-3.48%-3.23%1.31%
20142.21%2.37%0.84%1.66%
20133.15%-2.14%2.38%2.32%
20121.02%-1.56%3.70%1.27%
20110.04%-0.39%-0.66%1.95%
20102.00%-1.50%2.60%0.21%
2009-0.81%-0.43%6.21%0.65%
2008-4.48%-1.89%-3.18%-0.27%
20070.95%3.29%-0.17%-0.64%
20064.05%-2.65%4.37%4.82%
20052.33%3.88%3.48%2.28%
20041.31%0.47%1.14%3.23%
2003-3.41%9.43%1.24%4.69%
20020.47%-6.15%-10.05%3.12%
2001-7.99%7.84%N/AN/A

Rank in category (by total return)

YTD14
1-month24
3-month24
1-year14
3-year24
5-year40

Load adjusted returns

1-year-2.24%
3-year-0.79%
5-year0.31%
10-year1.96%