UK markets closed

Roots Capital Ape One B (0P0000KLUG.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
Add to watchlist
708.99-2.18 (-0.31%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return0.00%
5-year average return0.00%
Number of years up13
Number of years down2
Best 1-yr total return (Invalid Date)43.38%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return43.38%
Worst 3-yr total return4.71%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KLUG.FCategory
YTD2.97%0.00%
1-month1.08%0.00%
3-month2.64%0.00%
1-year8.82%0.00%
3-year0.90%0.00%
5-year9.21%0.00%
10-year10.58%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KLUG.FCategory
2024
N/AN/A
2023
9.88%N/A
2022
-12.53%N/A
2021
19.47%N/A
2020
14.70%N/A
2019
26.22%N/A
2018
-3.84%N/A
2017
23.24%N/A
2016
13.51%N/A
2015
19.66%N/A
2014
4.85%N/A
2013
20.65%N/A
2012
20.58%N/A
2011
1.41%N/A
2010
18.06%N/A
2009
43.38%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.87%N/AN/AN/A
20232.68%1.97%-0.51%5.48%
2022-4.57%-5.35%-5.03%1.96%
20219.62%4.97%2.13%1.66%
2020-17.63%16.94%6.97%11.32%
20195.57%3.75%3.24%11.62%
20183.14%-0.41%1.25%-7.54%
20175.24%8.43%5.10%2.76%
20160.98%5.26%3.04%3.64%
201510.76%2.81%-3.13%8.48%
20143.88%4.04%-2.32%-0.69%
20139.21%-1.17%4.85%6.60%
201211.05%-1.79%6.18%4.13%
20115.35%2.57%-8.14%2.17%
20103.99%-0.01%3.04%10.20%
20092.24%15.81%17.05%3.46%

Rank in category (by total return)

YTD49
1-month4
3-month36
1-year35
3-year57
5-year2

Load adjusted returns

1-year-4.36%
3-year-3.41%
5-year6.61%
10-year9.35%