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Davy Long Term Growth Fund B EUR Acc (0P0000YWT0.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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211.76-0.29 (-0.14%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return9.70%
5-year average return7.66%
Number of years up8
Number of years down2
Best 1-yr total return (21 June 2024)20.62%
Worst 1-yr total return (21 June 2024)N/A
Best 3-yr total return20.62%
Worst 3-yr total return0.27%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000YWT0.FCategory
YTD6.47%0.00%
1-month0.62%0.00%
3-month2.28%0.00%
1-year11.88%0.00%
3-year4.28%0.00%
5-year7.78%0.00%
10-year6.40%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000YWT0.FCategory
2024
N/AN/A
2023
10.55%N/A
2022
-12.46%N/A
2021
20.62%N/A
2020
6.60%N/A
2019
18.37%N/A
2018
-7.62%N/A
2017
6.55%N/A
2016
2.42%N/A
2015
9.05%N/A
2014
11.96%N/A
2013
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20246.84%N/AN/AN/A
20233.66%2.66%-0.72%4.63%
2022-3.76%-8.84%-1.55%1.37%
20217.59%4.98%0.99%5.74%
2020-14.28%12.27%2.93%7.61%
20199.24%1.77%2.23%4.16%
2018-3.00%2.69%1.97%-9.06%
20174.06%-0.81%1.04%2.17%
2016-4.60%0.58%2.80%3.83%
201513.57%-3.35%-6.17%5.87%
20140.04%5.15%2.13%4.22%
20135.56%3.40%N/AN/A

Rank in category (by total return)

YTD48
1-month88
3-month55
1-year58
3-year28
5-year19

Load adjusted returns

1-year9.65%
3-year3.58%
5-year7.35%
10-year6.19%