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Federal Optimal Plus ESG I (0P00005UGL.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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174.99-0.32 (-0.18%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.86%
5-year average return8.91%
Number of years up10
Number of years down7
Best 1-yr total return (28 Jun 2024)29.22%
Worst 1-yr total return (28 Jun 2024)N/A
Best 3-yr total return29.22%
Worst 3-yr total return-3.22%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00005UGL.FCategory
YTD12.81%0.00%
1-month3.19%0.00%
3-month5.59%0.00%
1-year21.92%0.00%
3-year9.80%0.00%
5-year10.72%0.00%
10-year5.95%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00005UGL.FCategory
2024
N/AN/A
2023
21.26%N/A
2022
-10.91%N/A
2021
24.13%N/A
2020
-3.16%N/A
2019
28.02%N/A
2018
-13.84%N/A
2017
11.38%N/A
2016
-1.49%N/A
2015
6.75%N/A
2014
1.33%N/A
2013
18.86%N/A
2012
20.30%N/A
2011
-24.36%N/A
2010
-0.37%N/A
2009
29.22%N/A
2008
-40.20%N/A
2007
4.79%N/A
2006
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202411.78%N/AN/AN/A
202313.01%3.63%-3.69%7.51%
2022-8.44%-10.49%-3.65%12.82%
20219.91%4.70%0.37%7.48%
2020-24.71%16.53%-0.80%11.26%
201912.29%6.13%2.64%4.65%
2018-4.42%4.01%-0.17%-13.18%
20176.75%1.04%5.04%-1.70%
2016-6.38%-5.24%2.71%8.11%
201519.05%-3.54%-10.13%3.44%
20144.94%-0.37%-1.58%-1.52%
20130.06%-0.46%12.72%5.86%
201211.81%-9.19%8.63%9.06%
20116.30%0.24%-30.83%2.63%
2010-0.51%-10.41%8.58%2.95%
2009-9.62%21.65%15.66%1.60%
2008-10.54%-4.63%-8.82%-23.13%
20072.33%2.48%0.73%-0.80%
20063.26%6.17%N/AN/A

Rank in category (by total return)

YTD12
1-month30
3-month35
1-year10
3-year8
5-year17

Load adjusted returns

1-year21.92%
3-year9.80%
5-year10.72%
10-year5.95%