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Warburg Classic Vermögensmgmt Fonds (0P00000OZX.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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25.24+0.01 (+0.04%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.40%
5-year average return5.80%
Number of years up18
Number of years down8
Best 1-yr total return (3 May 2024)20.10%
Worst 1-yr total return (3 May 2024)N/A
Best 3-yr total return20.10%
Worst 3-yr total return-1.61%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000OZX.FCategory
YTD10.34%0.00%
1-month3.10%0.00%
3-month10.34%0.00%
1-year19.33%0.00%
3-year5.60%0.00%
5-year6.95%0.00%
10-year4.48%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000OZX.FCategory
2024
N/AN/A
2023
8.60%N/A
2022
-12.95%N/A
2021
20.10%N/A
2020
2.12%N/A
2019
19.31%N/A
2018
-11.33%N/A
2017
8.53%N/A
2016
-1.03%N/A
2015
2.25%N/A
2014
4.79%N/A
2013
10.22%N/A
2012
6.70%N/A
2011
-7.44%N/A
2010
5.03%N/A
2009
17.81%N/A
2008
-30.73%N/A
2007
1.13%N/A
2006
1.71%N/A
2005
16.83%N/A
2004
3.14%N/A
2003
7.59%N/A
2002
-31.55%N/A
2001
-12.58%N/A
2000
-20.66%N/A
1999
34.20%N/A
1998
7.74%N/A
1997
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
202410.34%N/AN/AN/A
20230.42%3.50%-0.58%5.10%
2022-3.90%-8.08%-2.55%1.12%
20216.38%4.54%1.09%6.83%
2020-17.02%11.41%3.84%6.37%
20199.06%3.08%1.94%4.11%
2018-4.18%1.25%2.31%-10.67%
20173.67%1.52%0.91%2.19%
2016-5.33%-0.47%2.31%2.67%
20159.38%-3.72%-8.62%6.26%
20140.53%3.82%-0.40%0.80%
20133.31%-3.14%4.81%5.09%
20124.60%-5.19%6.54%0.98%
2011-1.33%-1.80%-7.42%3.19%
20102.66%-4.60%3.16%3.96%
2009-6.25%11.28%10.30%2.39%
2008-11.14%-3.23%-9.25%-11.23%
20070.98%3.02%-1.37%-1.44%
20062.88%-7.35%3.38%3.21%
20051.10%5.24%5.91%3.68%
20043.34%-0.58%-1.43%1.85%
2003-4.95%6.55%1.77%4.39%
20020.49%-18.34%-18.08%1.83%
2001-6.80%1.59%-18.69%13.56%
20003.22%-12.87%-0.15%-11.65%
1999-2.84%7.60%-0.86%29.48%
199815.95%7.74%-23.75%13.12%
199711.02%-0.59%N/AN/A

Rank in category (by total return)

YTD4
1-month33
3-month4
1-year6
3-year29
5-year23

Load adjusted returns

1-year12.17%
3-year3.44%
5-year5.64%
10-year3.83%