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Swiss Rock Global Equity/Aktien Welt A (0P0000FXRN.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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35.33+0.15 (+0.43%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up12
Number of years down3
Best 1-yr total return (Invalid Date)30.12%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return30.12%
Worst 3-yr total return2.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000FXRN.FCategory
YTD12.89%0.00%
1-month3.09%0.00%
3-month3.53%0.00%
1-year23.35%0.00%
3-year9.56%0.00%
5-year11.75%0.00%
10-year9.85%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000FXRN.FCategory
2024
N/AN/A
2023
16.37%N/A
2022
-14.66%N/A
2021
30.12%N/A
2020
4.44%N/A
2019
28.00%N/A
2018
-5.73%N/A
2017
5.06%N/A
2016
7.89%N/A
2015
7.71%N/A
2014
17.42%N/A
2013
21.10%N/A
2012
11.85%N/A
2011
-6.96%N/A
2010
23.98%N/A
2009
24.66%N/A
2008
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.89%N/AN/AN/A
20234.13%5.88%-0.83%6.44%
2022-4.51%-10.63%-0.61%0.62%
20218.24%6.48%1.77%10.94%
2020-19.61%16.00%3.62%8.08%
201914.08%2.19%4.92%4.64%
2018-4.28%6.77%5.08%-12.21%
20174.11%-3.30%0.45%3.89%
2016-3.64%4.85%0.24%6.53%
201514.71%-4.84%-8.26%7.57%
20140.46%3.51%5.31%7.22%
201311.25%-1.34%3.13%6.98%
20128.52%-1.82%4.59%0.37%
2011-1.45%-1.57%-12.76%9.94%
20108.75%-3.64%3.78%14.00%
2009-5.38%12.32%11.67%5.04%
20080.31%-10.29%-22.48%N/A

Rank in category (by total return)

YTD10
1-month18
3-month30
1-year14
3-year27
5-year35

Load adjusted returns

1-year17.18%
3-year7.71%
5-year10.61%
10-year9.29%