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Portfolio 25 SICAV (0P0000IV4H.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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34.62-0.06 (-0.18%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.61%
5-year average return3.75%
Number of years up10
Number of years down5
Best 1-yr total return (6 Mar 2023)16.28%
Worst 1-yr total return (6 Mar 2023)N/A
Best 3-yr total return16.28%
Worst 3-yr total return-4.79%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000IV4H.FCategory
YTD5.61%0.00%
1-month-0.53%0.00%
3-month3.27%0.00%
1-year3.43%0.00%
3-year6.55%0.00%
5-year3.75%0.00%
10-year5.02%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000IV4H.FCategory
2022
-6.77%N/A
2021
12.59%N/A
2020
2.65%N/A
2019
14.80%N/A
2018
-11.49%N/A
2017
7.91%N/A
2016
3.82%N/A
2015
7.72%N/A
2014
3.72%N/A
2013
14.59%N/A
2012
0.55%N/A
2011
-7.93%N/A
2010
-4.87%N/A
2009
16.28%N/A
2008
-21.97%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
2022-2.15%-5.15%-2.09%2.60%
20215.58%3.03%0.14%3.36%
2020-13.56%9.57%1.50%6.78%
20199.46%1.50%1.92%1.39%
2018-4.36%1.94%-0.08%-9.14%
20174.97%1.19%0.32%1.28%
2016-5.32%0.06%4.59%4.78%
201512.38%-2.10%-6.23%4.42%
20141.93%2.23%0.09%-0.55%
20130.01%0.27%9.32%4.53%
2012-0.39%-6.89%3.63%4.62%
20114.25%-2.12%-11.43%1.89%
2010-2.04%-7.91%7.68%-2.07%
2009-5.49%11.45%9.32%0.97%
2008-8.28%-5.15%-3.14%-7.39%
20074.66%-3.03%-0.36%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year1.07%
3-year5.92%
5-year3.25%
10-year5.08%