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CS Invm Fds 4 - Credit Suisse (Lux) FundSelection Balanced EUR (0P00010RWN.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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153.71+0.39 (+0.25%)
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 up8
Number of years down2
Best 1-yr total return (Invalid Date)14.43%
Worst 1-yr total return (Invalid Date)N/A
Best 3-yr total return14.43%
Worst 3-yr total return-0.44%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00010RWN.FCategory
YTD4.43%0.00%
1-month0.94%0.00%
3-month2.04%0.00%
1-year9.90%0.00%
3-year2.04%0.00%
5-year4.36%0.00%
10-year3.65%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00010RWN.FCategory
2024
N/AN/A
2023
8.87%N/A
2022
-12.39%N/A
2021
12.81%N/A
2020
2.92%N/A
2019
14.43%N/A
2018
-8.83%N/A
2017
4.88%N/A
2016
3.22%N/A
2015
3.34%N/A
2014
10.13%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.70%N/AN/AN/A
20233.13%1.39%-0.90%5.07%
2022-3.73%-9.00%-1.99%2.02%
20213.35%4.55%0.96%3.41%
2020-13.81%10.51%2.42%5.50%
20197.70%1.81%1.34%2.98%
2018-2.51%1.08%0.84%-8.25%
20172.64%-0.72%1.20%1.69%
2016-2.17%1.11%2.60%1.72%
20159.17%-4.04%-4.90%3.73%
20142.17%2.49%2.14%2.98%

Rank in category (by total return)

YTD34
1-month57
3-month32
1-year36
3-year26
5-year27

Load adjusted returns

1-year4.40%
3-year0.31%
5-year3.30%
10-year3.12%