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Barcapital SICAV (0P0000IVEL.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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29.06-0.10 (-0.33%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.72%
5-year average return5.31%
Number of years up12
Number of years down4
Best 1-yr total return (2 May 2024)14.47%
Worst 1-yr total return (2 May 2024)N/A
Best 3-yr total return14.47%
Worst 3-yr total return0.77%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000IVEL.FCategory
YTD4.24%0.00%
1-month2.19%0.00%
3-month4.24%0.00%
1-year10.45%0.00%
3-year6.53%0.00%
5-year5.66%0.00%
10-year4.25%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000IVEL.FCategory
2024
N/AN/A
2023
8.33%N/A
2022
0.48%N/A
2021
14.47%N/A
2020
-2.04%N/A
2019
7.72%N/A
2018
-3.02%N/A
2017
4.58%N/A
2016
4.30%N/A
2015
0.78%N/A
2014
5.86%N/A
2013
12.74%N/A
2012
7.14%N/A
2011
-2.87%N/A
2010
0.54%N/A
2009
11.57%N/A
2008
-10.76%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.24%N/AN/AN/A
20232.24%1.09%1.76%3.01%
2022-0.21%-2.08%-2.88%5.87%
20217.44%2.18%2.81%1.42%
2020-12.78%6.25%-1.57%7.39%
20194.06%0.46%1.22%1.80%
2018-2.07%2.27%0.81%-3.95%
20173.83%-0.91%0.96%0.68%
2016-0.75%-0.94%2.86%3.14%
20156.63%-2.40%-3.16%-0.00%
20142.03%3.14%1.12%-0.52%
20131.70%0.22%6.04%4.31%
20122.47%-3.91%4.78%3.84%
20111.67%-0.39%-6.23%2.29%
20101.32%-4.43%3.21%0.60%
2009-3.32%7.00%6.37%1.40%
2008-3.58%-1.10%-2.99%-3.54%
20073.91%-0.24%-0.82%N/A

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-year10.45%
3-year6.53%
5-year5.66%
10-year4.25%