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Metzler NEXT Portfolio A (0P00000RLX.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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82.98-0.24 (-0.29%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return2.02%
5-year average return0.75%
Number of years up18
Number of years down6
Best 1-yr total return (28 Sept 2023)21.95%
Worst 1-yr total return (28 Sept 2023)N/A
Best 3-yr total return21.95%
Worst 3-yr total return-2.24%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000RLX.FCategory
YTD2.02%0.00%
1-month-1.65%0.00%
3-month-1.91%0.00%
1-year-1.01%0.00%
3-year-0.18%0.00%
5-year0.75%0.00%
10-year2.53%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000RLX.FCategory
2023
N/AN/A
2022
-20.15%N/A
2021
12.95%N/A
2020
3.58%N/A
2019
21.95%N/A
2018
-10.84%N/A
2017
4.54%N/A
2016
2.47%N/A
2015
5.55%N/A
2014
6.51%N/A
2013
14.75%N/A
2012
5.87%N/A
2011
-2.40%N/A
2010
9.62%N/A
2009
12.19%N/A
2008
-15.54%N/A
2007
0.99%N/A
2006
1.73%N/A
2005
14.83%N/A
2004
1.78%N/A
2003
1.70%N/A
2002
-19.21%N/A
2001
-5.45%N/A
2000
2.99%N/A
1999
22.20%N/A
1998
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20232.79%1.76%N/AN/A
2022-8.57%-8.09%-3.54%-1.49%
20216.21%3.69%0.23%2.33%
2020-15.82%10.40%3.04%8.18%
20198.75%2.21%3.80%5.70%
2018-3.84%1.70%2.06%-10.68%
20171.63%-0.92%0.64%3.15%
2016-5.37%-0.17%2.52%5.80%
20156.33%-1.47%-6.29%7.50%
2014-1.75%2.63%5.74%-0.11%
20139.96%-2.12%3.12%3.39%
20125.18%-0.79%2.93%-1.43%
2011-1.96%-0.51%-3.42%3.61%
20105.27%-0.99%1.52%3.59%
2009-3.22%6.29%6.39%2.51%
2008-6.90%-2.18%-0.86%-6.46%
20070.34%2.03%0.37%-1.72%
20061.09%-3.96%3.82%0.93%
20052.08%5.22%3.73%3.06%
20044.19%-1.25%-1.44%0.37%
2003-5.61%4.81%1.02%1.76%
2002-0.11%-11.75%-7.73%-0.68%
2001-3.94%3.86%-10.62%6.03%
20007.81%-0.58%3.02%-6.73%
19997.20%2.34%-3.34%15.23%
19982.65%-9.32%7.28%N/A

Rank in category (by total return)

YTD63
1-month83
3-month80
1-year83
3-year73
5-year58

Load adjusted returns

1-year-6.44%
3-year-2.50%
5-year-0.68%
10-year1.85%