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AURETAS strategy balanced (LUX) B IV (0P0000JAVB.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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169.38+0.17 (+0.10%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up14
Number of years down3
Best 1-yr total return (Invalid Date)14.67%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return14.67%
Worst 3-yr total return-0.81%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000JAVB.FCategory
YTD3.38%0.00%
1-month-2.08%0.00%
3-month2.34%0.00%
1-year8.66%0.00%
3-year1.14%0.00%
5-year2.82%0.00%
10-year3.40%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000JAVB.FCategory
2024
N/AN/A
2023
8.03%N/A
2022
-13.15%N/A
2021
12.43%N/A
2020
0.05%N/A
2019
13.26%N/A
2018
-8.52%N/A
2017
1.23%N/A
2016
5.40%N/A
2015
6.68%N/A
2014
10.37%N/A
2013
7.63%N/A
2012
7.33%N/A
2011
0.82%N/A
2010
8.14%N/A
2009
14.67%N/A
2008
-25.70%N/A
2007
8.90%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.57%N/AN/AN/A
20232.50%1.16%-2.20%6.52%
2022-5.07%-8.34%-1.08%0.92%
20213.61%4.05%0.68%3.58%
2020-13.88%8.12%1.94%5.41%
20195.64%1.73%2.65%2.68%
2018-2.25%-0.12%-0.58%-5.76%
20170.80%-1.76%0.59%1.62%
2016-0.90%2.41%1.88%1.93%
20159.31%-1.35%-4.61%3.72%
20141.71%2.42%1.87%4.02%
20134.61%-3.98%4.96%2.08%
20125.67%-2.36%3.02%0.97%
20111.34%0.80%-1.69%0.40%
20104.14%-0.80%0.78%3.86%
2009-3.93%6.18%7.83%4.26%
2008-8.28%-2.62%-7.28%-10.28%
20072.58%5.54%0.87%-0.27%

Rank in category (by total return)

YTD30
1-month83
3-month28
1-year44
3-year38
5-year44

Load adjusted returns

1-year3.22%
3-year-0.57%
5-year1.77%
10-year2.87%