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Mercer Low Volatility Eq Z-1€ (0P0000Y5N7.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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310.91-0.64 (-0.21%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return10.75%
5-year average return8.62%
Number of years up7
Number of years down3
Best 1-yr total return (27 June 2024)26.06%
Worst 1-yr total return (27 June 2024)N/A
Best 3-yr total return26.06%
Worst 3-yr total return4.14%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000Y5N7.FCategory
YTD7.24%0.00%
1-month1.55%0.00%
3-month1.43%0.00%
1-year12.75%0.00%
3-year7.59%0.00%
5-year8.51%0.00%
10-year9.83%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000Y5N7.FCategory
2024
N/AN/A
2023
10.87%N/A
2022
-7.98%N/A
2021
26.06%N/A
2020
-2.62%N/A
2019
25.16%N/A
2018
-1.28%N/A
2017
5.91%N/A
2016
11.29%N/A
2015
15.07%N/A
2014
21.18%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20248.61%N/AN/AN/A
20233.95%3.28%-1.14%4.45%
2022-1.26%-6.14%-1.62%0.92%
20218.33%5.19%1.68%8.81%
2020-15.96%10.26%0.93%4.13%
201912.44%2.53%5.99%2.44%
2018-4.04%7.14%5.17%-8.71%
20175.34%-1.85%-0.40%2.85%
2016-1.58%4.59%2.10%5.90%
201515.02%-2.19%-5.09%7.77%
20143.33%4.57%5.59%6.21%
2013-0.51%1.17%4.26%N/A

Rank in category (by total return)

YTD75
1-month62
3-month81
1-year83
3-year48
5-year73

Load adjusted returns

1-year12.75%
3-year7.59%
5-year8.51%
10-year9.83%