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Ofi Invest ESG Euro Eq Smt Beta I (0P00015B0D.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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149.44-0.28 (-0.19%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.36%
5-year average return4.09%
Number of years up6
Number of years down2
Best 1-yr total return (25 Jun 2024)25.10%
Worst 1-yr total return (25 Jun 2024)N/A
Best 3-yr total return25.10%
Worst 3-yr total return0.78%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00015B0D.FCategory
YTD5.11%0.00%
1-month2.71%0.00%
3-month6.04%0.00%
1-year7.47%0.00%
3-year-0.02%0.00%
5-year5.42%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00015B0D.FCategory
2024
N/AN/A
2023
6.87%N/A
2022
-15.49%N/A
2021
15.15%N/A
2020
5.19%N/A
2019
25.10%N/A
2018
-13.46%N/A
2017
14.32%N/A
2016
5.71%N/A
2015
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.22%N/AN/AN/A
20238.12%-1.94%-4.85%5.93%
2022-7.81%-7.59%-9.26%9.32%
20215.26%5.30%0.06%3.83%
2020-22.18%16.94%1.99%13.34%
201911.70%2.80%3.27%5.49%
2018-3.45%1.86%-0.47%-11.59%
20178.72%1.03%3.10%0.95%
2016-4.83%-0.93%6.52%5.26%
2015-2.61%-9.52%7.83%N/A

Rank in category (by total return)

YTD96
1-month60
3-month24
1-year98
3-year98
5-year88

Load adjusted returns

1-year6.47%
3-year-0.34%
5-year5.26%
10-yearN/A