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Welzia Global Financials FI (0P000084HP.F)

Barcelona - Barcelona Delayed price. Currency in EUR
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5.72-0.08 (-1.38%)
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 up8
Number of years down4
Best 1-yr total return (Invalid Date)32.92%
Worst 1-yr total return (Invalid Date)-49.72%
Best 3-yr total return32.92%
Worst 3-yr total return-14.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P000084HP.FCategory
YTD-16.78%5.94%
1-month4.52%1.46%
3-month6.40%5.94%
1-year-8.56%18.86%
3-year-4.72%1.62%
5-year-3.47%7.31%
10-year2.34%-1.50%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P000084HP.FCategory
2020
N/AN/A
2019
18.75%N/A
2018
-18.59%N/A
2017
11.34%N/A
2016
-4.24%N/A
2015
6.35%-5.62%
2014
6.13%1.79%
2013
21.37%23.83%
2012
32.92%27.33%
2011
-24.52%-21.44%
2010
2.51%1.26%
2009
19.33%41.83%
2008
-49.72%-55.37%
2007
N/A-2.27%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2020-30.57%N/AN/AN/A
20196.84%4.11%0.82%5.90%
2018-2.23%-4.68%2.18%-14.50%
20171.54%2.62%3.75%2.99%
2016-21.12%-1.94%-0.81%24.81%
201510.55%1.64%-10.35%5.58%
20144.50%-1.78%4.06%-0.64%
20132.28%1.13%9.36%7.30%
201220.56%-6.32%7.13%9.86%
20110.15%-5.01%-24.32%4.84%
20106.51%-10.41%2.22%5.09%
2009-21.98%29.84%23.20%-4.39%
2008-15.42%-16.56%-3.52%-26.16%
2007-0.55%-6.96%-11.60%N/A

Rank in category (by total return)

YTD36
1-month27
3-month41
1-year40
3-year55
5-year70

Load adjusted returns

1-year-8.56%
3-year-4.72%
5-year-3.47%
10-year2.34%