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Inverfinit de Valores SICAV (0P0000UCRB.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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1.9867-0.0094 (-0.47%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.78%
5-year average return5.00%
Number of years up8
Number of years down4
Best 1-yr total return (17 Jun 2024)15.12%
Worst 1-yr total return (17 Jun 2024)N/A
Best 3-yr total return15.12%
Worst 3-yr total return-0.21%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000UCRB.FCategory
YTD5.01%0.00%
1-month1.85%0.00%
3-month2.96%0.00%
1-year10.01%0.00%
3-year5.24%0.00%
5-year4.98%0.00%
10-year5.17%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000UCRB.FCategory
2024
N/AN/A
2023
15.09%N/A
2022
-11.87%N/A
2021
14.38%N/A
2020
-1.43%N/A
2019
15.12%N/A
2018
-1.88%N/A
2017
5.62%N/A
2016
-0.11%N/A
2015
10.45%N/A
2014
10.42%N/A
2013
3.51%N/A
2012
6.05%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.07%N/AN/AN/A
20237.05%2.97%-0.06%4.47%
2022-5.59%-7.25%-0.87%1.53%
20212.73%3.98%0.27%6.78%
2020-9.81%6.47%-0.24%2.90%
20197.45%1.56%3.24%2.17%
2018-2.67%3.64%1.90%-4.53%
20173.97%1.32%-0.09%0.35%
2016-4.17%0.69%1.80%1.68%
201510.87%-4.88%0.60%4.10%
20141.94%4.24%3.23%0.66%
20134.10%-3.09%0.27%2.32%
2012-0.54%2.44%4.43%-0.33%

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-year10.01%
3-year5.24%
5-year4.98%
10-year5.17%