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Essentiel Investissement (FR0011142207.PA)

YHD - YHD Delayed price. Currency in EUR
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115.25-0.38 (-0.33%)
At close: 06:07PM EDT

Performance overview

Morningstar return rating★★
Year-to-date returnN/A
5-year average returnN/A
Number of years up2
Number of years down1
Best 1-yr total return (Invalid Date)11.50%
Worst 1-yr total return (Invalid Date)-0.27%
Best 3-yr total return11.50%
Worst 3-yr total return5.99%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
ReturnFR0011142207.PACategory
YTD-4.90%3.77%
1-month1.24%0.90%
3-month4.07%3.77%
1-year-10.28%11.94%
3-year3.05%6.67%
5-year0.00%7.24%
10-year0.00%2.74%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
FR0011142207.PACategory
2018
N/AN/A
2017
3.42%N/A
2016
-2.44%N/A
2015
7.09%4.82%
2014
-0.27%8.12%
2013
11.50%10.87%
2012
N/A9.95%

Past quarterly returns (%)

YearQ1Q2Q3Q4
2018-3.50%2.25%1.76%N/A
20172.22%-1.12%0.22%2.09%
2016-6.06%-2.28%4.01%2.19%
201514.40%-3.21%-10.83%8.46%
20140.45%3.08%-1.81%-1.90%
20134.96%-2.81%6.85%2.30%
2012-5.48%7.07%1.23%N/A

Rank in category (by total return)

YTD79
1-month26
3-month24
1-year78
3-year80
5-yearN/A

Load adjusted returns

1-year-13.87%
3-year1.66%
5-yearN/A
10-yearN/A