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Inovesta Classic (0P00000OV5.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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53.53+0.15 (+0.28%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.81%
5-year average return1.51%
Number of years up16
Number of years down7
Best 1-yr total return (16 May 2024)24.31%
Worst 1-yr total return (16 May 2024)N/A
Best 3-yr total return24.31%
Worst 3-yr total return-6.39%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000OV5.FCategory
YTD9.09%0.00%
1-month0.11%0.00%
3-month6.55%0.00%
1-year15.09%0.00%
3-year-0.28%0.00%
5-year0.55%0.00%
10-year3.33%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000OV5.FCategory
2024
N/AN/A
2023
7.91%N/A
2022
-17.70%N/A
2021
8.54%N/A
2020
-8.15%N/A
2019
24.31%N/A
2018
-11.31%N/A
2017
8.09%N/A
2016
3.91%N/A
2015
7.31%N/A
2014
8.05%N/A
2013
12.84%N/A
2012
10.73%N/A
2011
-12.87%N/A
2010
10.19%N/A
2009
24.12%N/A
2008
-39.11%N/A
2007
4.30%N/A
2006
9.47%N/A
2005
21.30%N/A
2004
3.67%N/A
2003
13.45%N/A
2002
-32.90%N/A
2001
-14.13%N/A
2000
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.96%N/AN/AN/A
20231.83%0.77%-0.85%6.06%
20220.17%-16.08%-3.35%1.29%
20214.95%0.51%-0.30%3.21%
2020-18.65%11.02%2.56%-0.83%
201912.57%1.48%1.32%7.40%
2018-6.48%6.78%2.61%-13.45%
20174.43%0.77%-0.39%3.12%
2016-5.24%-1.14%6.19%4.45%
201513.21%-2.95%-9.48%7.90%
20140.00%3.30%0.23%4.37%
20135.50%-2.05%4.98%4.02%
20127.37%-3.28%5.13%1.42%
2011-2.87%-3.10%-11.95%5.13%
20103.44%-0.90%0.09%7.40%
2009-7.07%12.31%14.02%4.30%
2008-16.99%-1.49%-7.51%-19.49%
20071.48%7.91%-2.73%-2.08%
20065.08%-7.16%5.81%6.06%
20052.80%6.96%5.39%4.68%
20042.40%1.53%-2.96%2.75%
2003-10.69%15.53%3.38%6.36%
20021.55%-18.30%-18.33%-0.98%
2001-6.81%1.94%-22.96%17.33%
20003.07%-7.74%N/AN/A

Rank in category (by total return)

YTD19
1-month4
3-month11
1-year70
3-year98
5-year100

Load adjusted returns

1-year9.34%
3-year-1.97%
5-year-0.47%
10-year2.80%