YHD - Delayed Quote EUR

PB VP Klassik 70 PI 1 (A0M028.DE)

51.29 -0.33 (-0.64%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return 19.21%
Worst 1Y Total Return -31.34%
Best 3Y Total Return 19.21%
Worst 3Y Total Return -4.02%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
A0M028.DE
Category
YTD
-3.58%
3.77%
1-Month
0.20%
0.90%
3-Month
1.54%
3.77%
1-Year
-7.45%
11.94%
3-Year
4.17%
6.67%
5-Year
4.49%
7.24%
10-Year
0.00%
2.74%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
A0M028.DE
Category
2018
--
--
2017
3.55%
--
2016
-0.30%
--
2015
5.33%
4.82%
2014
7.24%
8.12%
2013
9.61%
10.87%
2012
9.20%
9.95%
2011
-7.02%
-9.32%

2010
8.03%
8.92%
2009
19.21%
19.64%
2008
-31.34%
-29.46%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -2.15% 2.76% 0.75% --
2017 2.53% -0.83% 0.90% 0.94%
2016 -3.77% -0.31% 2.41% 1.48%
2015 10.17% -2.41% -6.56% 4.84%
2014 0.91% 2.71% 1.98% 1.47%
2013 4.42% -1.03% 2.87% 3.10%
2012 5.77% -2.57% 4.54% 1.37%
2011 -3.43% -1.20% -5.32% 2.93%
2010 3.74% -0.59% 1.18% 3.53%
2009 -0.60% 9.26% 6.48% 3.08%

2008 -9.54% 0.02% -6.37% -18.96%

Rank in Category (By Total Return)

YTD 57
1-Month 74
3-Month 58
1-Year 43
3-Year 68
5-Year 53

Load Adjusted Returns

1-Year -13.00%
3-Year 2.04%
5-Year 3.21%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 57
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.83
Morningstar Risk Rating

Fund Overview

Category EUR Aggressive Allocation - Global
Fund Family Pioneer Investments KAG mbH
Net Assets 173.06M
YTD Return -3.58%
Yield --
Morningstar Rating
Inception Date Oct 04, 2007

Fund Summary

Das Hauptziel der Anlagepolitik ist die Erwirtschaftung einer langfristig stetigen Wertentwicklung bei gleichzeitig ausgewogenen wirtschaftlichen Risiken. Der Fonds kann nach dem Grundsatz der Risikostreuung Investments in allen Asset-Klassen halten (z.B. Aktien, festverzinsliche Wertpapiere, Rohstoffe, alternative Investments, Devisen, Geldmarktinstrumente). Der Fonds verfolgt eine wachstumsorientierte Anlagestrategie. In Aktien und aktienähnlichen Instrumenten können bis zu 70% des Fondsvolumens angelegt werden. Der Fokus der Anlagestrategie liegt auf einer laufenden Überwachung und Optimierung der Asset-Allokation mit dem Ziel, nach Risiko-/Renditegesichtspunkten ein möglichst effizientes Portfolio zu halten.

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