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Portfolio Moderate SICAV (0P000029LA.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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6.45-0.01 (-0.12%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.48%
5-year average return0.68%
Number of years up11
Number of years down7
Best 1-yr total return (1 Jul 2024)11.61%
Worst 1-yr total return (1 Jul 2024)N/A
Best 3-yr total return11.61%
Worst 3-yr total return-3.32%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000029LA.FCategory
YTD2.64%0.00%
1-month0.89%0.00%
3-month1.41%0.00%
1-year9.19%0.00%
3-year0.01%0.00%
5-year1.15%0.00%
10-year1.42%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000029LA.FCategory
2024
N/AN/A
2023
8.27%N/A
2022
-10.81%N/A
2021
1.65%N/A
2020
-0.34%N/A
2019
11.61%N/A
2018
-8.19%N/A
2017
3.70%N/A
2016
4.76%N/A
2015
0.15%N/A
2014
6.46%N/A
2013
3.18%N/A
2012
1.22%N/A
2011
-1.30%N/A
2010
-0.83%N/A
2009
9.22%N/A
2008
-10.45%N/A
2007
-6.03%N/A
2006
1.68%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20242.72%N/AN/AN/A
20231.10%1.76%-0.10%5.35%
2022-3.49%-7.67%-2.67%2.84%
2021-0.19%1.30%-0.49%1.03%
2020-15.03%9.14%1.93%5.43%
20195.30%3.61%0.34%1.95%
2018-1.32%-2.30%1.12%-5.82%
20171.67%0.21%1.25%0.53%
2016-0.02%0.21%2.83%1.68%
20153.59%-2.46%-0.54%-0.34%
20142.19%1.38%1.92%0.83%
20130.68%-0.90%1.43%1.96%
2012-0.30%-0.56%0.82%1.27%
2011-0.21%0.35%-2.55%1.13%
2010-0.97%-0.42%0.38%0.18%
2009-1.27%7.00%1.09%2.27%
2008-10.15%-0.67%2.69%-2.29%
2007-3.42%1.32%-2.53%-1.47%
20066.33%-3.72%0.10%-0.78%

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-year9.19%
3-year0.01%
5-year1.15%
10-year1.42%