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Siemens DC Balanced (0P0000K544.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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16.96+0.07 (+0.41%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.11%
5-year average return3.63%
Number of years up12
Number of years down4
Best 1-yr total return (15 May 2024)17.12%
Worst 1-yr total return (15 May 2024)N/A
Best 3-yr total return17.12%
Worst 3-yr total return-0.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000K544.FCategory
YTD2.39%0.00%
1-month-1.07%0.00%
3-month1.65%0.00%
1-year9.16%0.00%
3-year1.74%0.00%
5-year3.05%0.00%
10-year3.43%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000K544.FCategory
2024
N/AN/A
2023
10.44%N/A
2022
-11.04%N/A
2021
8.86%N/A
2020
2.84%N/A
2019
10.19%N/A
2018
-4.51%N/A
2017
6.11%N/A
2016
2.25%N/A
2015
3.58%N/A
2014
7.59%N/A
2013
5.97%N/A
2012
12.15%N/A
2011
-2.08%N/A
2010
4.74%N/A
2009
17.12%N/A
2008
-16.09%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.50%N/AN/AN/A
20233.05%2.11%-0.52%5.51%
2022-4.22%-6.99%-2.44%2.36%
20212.82%2.68%0.37%2.73%
2020-9.25%6.40%2.17%4.24%
20195.28%2.05%1.18%1.37%
2018-0.74%-0.50%0.79%-4.07%
20171.70%0.88%1.82%1.58%
20160.04%0.76%1.43%0.00%
20156.32%-2.80%-2.65%2.95%
20141.57%2.71%1.68%1.42%
20131.85%-0.95%2.70%2.29%
20125.71%-1.75%5.55%2.32%
20110.86%-0.09%-5.17%2.48%
20103.66%-3.80%4.24%0.76%
2009-4.22%10.25%8.22%2.50%
2008-4.60%-1.10%-4.26%-7.10%
20072.29%1.17%0.48%N/A

Rank in category (by total return)

YTD60
1-month46
3-month62
1-year41
3-year38
5-year45

Load adjusted returns

1-year1.52%
3-year-0.69%
5-year1.57%
10-year2.69%