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Montségur New Perspectives I (0P0001D53Y.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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115.34+1.44 (+1.26%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return11.27%
5-year average return3.59%
Number of years up3
Number of years down2
Best 1-yr total return (4 Jun 2024)14.09%
Worst 1-yr total return (4 Jun 2024)N/A
Best 3-yr total return14.09%
Worst 3-yr total return-4.03%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0001D53Y.FCategory
YTD9.91%0.00%
1-month-1.94%0.00%
3-month5.28%0.00%
1-year12.70%0.00%
3-year1.70%0.00%
5-year2.82%0.00%
10-year0.00%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0001D53Y.FCategory
2024
N/AN/A
2023
14.09%N/A
2022
-13.41%N/A
2021
5.02%N/A
2020
-2.79%N/A
2019
8.75%N/A
2018
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.08%N/AN/AN/A
20239.77%2.95%-2.44%3.47%
2022-5.95%-11.06%-0.51%4.05%
20215.49%-0.90%-3.75%4.37%
2020-14.93%9.88%0.73%3.24%
20193.08%1.34%1.50%2.58%
20180.62%-5.64%N/AN/A

Rank in category (by total return)

YTD2
1-month79
3-month7
1-year18
3-year39
5-year50

Load adjusted returns

1-year9.47%
3-year0.69%
5-year2.23%
10-yearN/A