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Fürst Fugger Privatbank Wachstum (0P00000IOR.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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119.03-0.29 (-0.24%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.17%
5-year average return2.50%
Number of years up17
Number of years down4
Best 1-yr total return (28 June 2024)26.70%
Worst 1-yr total return (28 June 2024)N/A
Best 3-yr total return26.70%
Worst 3-yr total return-1.83%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000IOR.FCategory
YTD3.82%0.00%
1-month0.90%0.00%
3-month2.63%0.00%
1-year6.41%0.00%
3-year-1.04%0.00%
5-year2.74%0.00%
10-year4.54%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000IOR.FCategory
2024
N/AN/A
2023
4.51%N/A
2022
-13.28%N/A
2021
4.40%N/A
2020
10.57%N/A
2019
17.54%N/A
2018
-9.11%N/A
2017
10.84%N/A
2016
1.51%N/A
2015
8.31%N/A
2014
13.56%N/A
2013
14.60%N/A
2012
12.91%N/A
2011
-13.64%N/A
2010
22.52%N/A
2009
26.70%N/A
2008
-40.78%N/A
2007
2.28%N/A
2006
6.55%N/A
2005
29.07%N/A
2004
7.97%N/A
2003
8.00%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.41%N/AN/AN/A
20231.28%1.31%-1.03%2.92%
2022-4.74%-7.95%-2.06%0.99%
20210.61%3.77%-1.11%1.11%
2020-13.35%12.57%4.97%7.99%
201911.28%1.72%1.06%2.76%
2018-3.14%3.06%1.67%-10.44%
20176.06%-0.40%0.57%4.33%
2016-6.77%-0.70%6.70%2.76%
201514.95%-2.22%-11.49%8.87%
20140.90%3.36%4.03%4.67%
20137.68%-2.28%4.87%3.86%
201210.16%-3.02%5.57%0.11%
2011-4.10%-3.13%-12.37%6.09%
20108.58%-0.66%2.70%10.62%
2009-1.95%11.75%10.77%4.40%
2008-15.25%0.42%-14.14%-18.97%
20070.94%7.29%-1.75%-3.87%
20066.32%-9.76%4.77%6.00%
20053.86%7.80%8.12%6.63%
20047.43%0.74%-2.63%2.47%
2003-9.10%8.83%5.52%3.47%
2002-2.82%N/AN/AN/A

Rank in category (by total return)

YTD56
1-month64
3-month32
1-year76
3-year81
5-year64

Load adjusted returns

1-year1.09%
3-year-2.72%
5-year1.69%
10-year4.01%