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Ibercaja Bolsa USA A FI (0P00000O4B.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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21.80-0.03 (-0.12%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return13.33%
5-year average return12.17%
Number of years up16
Number of years down5
Best 1-yr total return (27 May 2024)33.90%
Worst 1-yr total return (27 May 2024)N/A
Best 3-yr total return33.90%
Worst 3-yr total return4.18%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000O4B.FCategory
YTD9.53%0.00%
1-month-2.79%0.00%
3-month5.13%0.00%
1-year22.85%0.00%
3-year7.06%0.00%
5-year10.30%0.00%
10-year10.58%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000O4B.FCategory
2024
N/AN/A
2023
16.66%N/A
2022
-17.85%N/A
2021
33.90%N/A
2020
5.65%N/A
2019
28.66%N/A
2018
-4.48%N/A
2017
3.46%N/A
2016
14.41%N/A
2015
5.18%N/A
2014
22.00%N/A
2013
21.66%N/A
2012
7.71%N/A
2011
4.15%N/A
2010
17.86%N/A
2009
23.87%N/A
2008
-33.83%N/A
2007
-7.53%N/A
2006
2.43%N/A
2005
11.55%N/A
2004
-5.15%N/A
2003
4.82%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202412.68%N/AN/AN/A
20233.75%6.48%0.34%5.24%
2022-7.28%-10.55%-1.77%0.84%
202111.90%6.11%1.32%11.31%
2020-17.00%15.66%0.78%9.21%
201913.16%0.26%6.24%6.73%
2018-4.23%7.13%7.37%-13.29%
20173.93%-5.69%1.65%3.84%
2016-4.32%3.26%3.35%12.04%
201510.29%-3.01%-9.21%8.29%
20140.71%5.04%8.33%6.46%
201314.00%-0.29%-1.75%8.94%
20126.48%1.71%3.84%-4.23%
20110.26%-2.84%-5.18%12.75%
201010.55%-2.14%-1.12%10.18%
2009-4.51%8.14%9.67%9.39%
2008-16.04%-4.87%-0.56%-16.69%
2007-1.20%6.49%-3.06%-9.33%
20060.38%-5.50%4.92%2.92%
20051.94%4.67%1.28%3.23%
20041.65%1.10%-5.32%-2.53%
2003-8.01%8.40%1.07%4.00%
20024.21%N/AN/AN/A

Rank in category (by total return)

YTD35
1-month30
3-month58
1-year74
3-year89
5-year80

Load adjusted returns

1-year22.85%
3-year7.06%
5-year10.30%
10-year10.58%