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Kapital Privat Portfolio (0P00009Y98.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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66.85+0.01 (+0.01%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.23%
5-year average return5.47%
Number of years up11
Number of years down5
Best 1-yr total return (27 June 2024)26.46%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return26.46%
Worst 3-yr total return-2.75%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00009Y98.FCategory
YTD3.15%0.00%
1-month1.69%0.00%
3-month4.33%0.00%
1-year5.56%0.00%
3-year4.18%0.00%
5-year6.06%0.00%
10-year4.51%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00009Y98.FCategory
2024
N/AN/A
2023
6.79%N/A
2022
-2.66%N/A
2021
15.56%N/A
2020
-0.35%N/A
2019
17.23%N/A
2018
-11.08%N/A
2017
7.80%N/A
2016
8.88%N/A
2015
2.00%N/A
2014
5.65%N/A
2013
2.66%N/A
2012
5.41%N/A
2011
-15.01%N/A
2010
18.37%N/A
2009
26.46%N/A
2008
-37.90%N/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20241.71%N/AN/AN/A
20234.90%-0.16%-1.15%3.15%
20221.52%-1.75%-4.68%2.38%
20217.62%3.34%-0.47%4.39%
2020-7.93%6.79%-1.75%3.16%
20199.43%1.82%2.61%2.54%
2018-4.32%1.65%-1.05%-7.61%
20174.55%-0.99%1.22%2.88%
2016-2.24%1.10%6.17%3.76%
201511.95%-1.22%-12.23%5.09%
20141.54%4.90%-0.65%-0.16%
20134.19%-6.13%5.15%-0.17%
20126.71%-6.17%7.93%-2.45%
2011-2.39%-7.36%-11.64%6.37%
20105.24%1.09%0.83%10.35%
2009-8.15%18.21%13.28%2.81%
2008-8.40%0.58%-14.06%-21.57%

Rank in category (by total return)

YTD91
1-month40
3-month11
1-year96
3-year29
5-year50

Load adjusted returns

1-year0.28%
3-year2.41%
5-year4.98%
10-year3.98%