YHD - Delayed Quote • EUR
Allianz Vermögensbildung Deutschland (847506.DE)
At close: June 28 at 6:07 PM EDT
Performance Overview
Morningstar Return Rating | 3 |
YTD Return | -- |
5y Average Return | -- |
Number of Years Up | 33 |
Number of Years Down | 11 |
Best 1Y Total Return | 38.77% |
Worst 1Y Total Return | -43.20% |
Best 3Y Total Return | 38.77% |
Worst 3Y Total Return | -13.43% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
847506.DE
Category
- YTD
- -5.55%
- 7.22%
- 1-Month
- 0.99%
- 3.78%
- 3-Month
- 4.61%
- 7.22%
- 1-Year
- -8.20%
- 19.11%
- 3-Year
- 9.62%
- 7.98%
- 5-Year
- 7.02%
- 11.53%
- 10-Year
- 5.40%
- 5.22%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
847506.DE
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2018 | -6.64% | -3.33% | 0.70% | -- |
2017 | 6.63% | 2.22% | 4.18% | 3.47% |
2016 | -6.47% | -5.05% | 7.24% | 9.55% |
2015 | 20.43% | -8.12% | -8.84% | 10.88% |
2014 | 0.33% | 2.00% | -5.76% | 6.14% |
2013 | 2.14% | 3.72% | 8.55% | 10.72% |
2012 | 18.49% | -8.13% | 13.24% | 6.64% |
2011 | 0.75% | 4.62% | -25.50% | 5.28% |
2010 | 4.36% | -2.61% | 6.31% | 13.18% |
2009 | -18.13% | 22.84% | 22.12% | 3.62% |
2008 | -15.50% | -2.75% | -15.17% | -18.51% |
2007 | 8.31% | 12.40% | -1.74% | -3.23% |
2006 | 12.96% | -5.80% | 7.30% | 11.21% |
2005 | 4.56% | 5.86% | 12.89% | 5.26% |
2004 | -2.12% | 5.52% | -3.22% | 7.71% |
2003 | -12.68% | 32.09% | 1.10% | 19.01% |
2002 | 5.11% | -19.87% | -34.24% | 3.40% |
2001 | -8.03% | 3.60% | -27.62% | 18.36% |
2000 | 7.95% | -6.83% | 1.62% | -5.47% |
1999 | -4.02% | 10.75% | -4.21% | 27.34% |
1998 | 15.10% | 11.29% | -23.68% | 8.46% |
1997 | 17.96% | 8.52% | 6.92% | -2.33% |
1996 | 6.68% | 5.48% | 3.30% | 8.21% |
1995 | -7.40% | 7.30% | 2.16% | 2.26% |
1994 | -2.16% | -3.17% | 0.41% | 2.22% |
1993 | 8.97% | 1.33% | 11.16% | 15.19% |
1992 | 9.37% | 0.05% | -15.14% | 0.56% |
1991 | 4.71% | 6.33% | 3.07% | -7.71% |
1990 | 9.71% | 1.49% | -20.78% | 6.23% |
1989 | 8.95% | 16.56% | 9.44% | 11.29% |
1988 | 3.83% | 6.81% | 7.66% | 3.82% |
1987 | -5.22% | 6.65% | 6.70% | -22.06% |
1986 | 5.30% | -6.01% | 2.72% | 3.75% |
1985 | 2.09% | 10.58% | 11.47% | 16.57% |
1984 | 2.63% | 0.47% | 4.51% | 4.28% |
1983 | 4.66% | -0.33% | 0.02% | 3.06% |
1982 | 3.43% | 1.48% | 5.49% | 5.77% |
1981 | -1.36% | 3.66% | -3.72% | 4.99% |
1980 | -1.91% | 8.76% | -0.45% | 0.45% |
1979 | -0.41% | -2.73% | 4.44% | -0.67% |
1978 | 3.61% | 1.08% | 4.08% | -2.47% |
1977 | 2.60% | 3.20% | 3.10% | 1.94% |
1976 | 0.96% | -4.37% | -0.87% | -0.00% |
1975 | 15.28% | -1.29% | 0.65% | 12.09% |
1974 | -0.62% | -1.65% | -1.67% | 7.30% |
1973 | 6.78% | -10.18% | -6.76% | 0.21% |
1972 | 12.08% | -0.86% | 1.73% | -2.72% |
Rank in Category (By Total Return)
YTD | 16 |
1-Month | 21 |
3-Month | 18 |
1-Year | 30 |
3-Year | 34 |
5-Year | 31 |
Load Adjusted Returns
1-Year | -13.70% |
3-Year | 7.38% |
5-Year | 5.71% |
10-Year | 4.75% |
Performance & Risk
YTD Return | -- |
5y Average Return | -- |
Rank in Category (ytd) | 16 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.94 |
Morningstar Risk Rating |
Fund Overview
Category | Germany Large-Cap Equity |
Fund Family | Allianz Global Investors GmbH |
Net Assets | 668.6M |
YTD Return | -5.55% |
Yield | 0.75% |
Morningstar Rating | |
Inception Date | Jul 01, 1970 |
Fund Summary
Der Fonds engagiert sich vorwiegend am deutschen Aktienmarkt. Dabei konzentriert er sich auf Titel, die im Branchenvergleich unterbewertet erscheinen (Value-Ansatz). Anlageziel ist es, auf langfristige Sicht Kapitalwachstum zu erwirtschaften.
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