YHD - Delayed Quote EUR

Rutema de Inversiones SICAV (RUTEMADEINVE.BC)

5.64 +0.01 (+0.18%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating --
YTD Return --
5y Average Return --
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return 8.90%
Worst 1Y Total Return -22.11%
Best 3Y Total Return 8.90%
Worst 3Y Total Return -6.32%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
RUTEMADEINVE.BC
Category
YTD
-1.33%
0.00%
1-Month
0.22%
0.00%
3-Month
0.91%
0.00%
1-Year
-3.89%
0.00%
3-Year
3.24%
0.00%
5-Year
2.19%
0.00%
10-Year
0.25%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
RUTEMADEINVE.BC
Category
2018
--
--
2017
7.05%
--
2016
1.54%
--
2015
3.21%
--
2014
4.50%
-7.27%
2013
5.92%
13.05%
2012
1.60%
7.88%
2011
-0.15%
-7.87%

2010
-2.10%
-5.10%
2009
7.82%
12.89%
2008
-22.11%
-19.70%
2007
5.70%
12.78%
2006
8.90%
24.73%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -1.50% 0.02% 0.43% --
2017 2.13% 1.72% 1.33% 1.70%
2016 -1.49% 0.01% 2.36% 0.69%
2015 6.44% -1.99% -2.70% 1.68%
2014 0.59% 3.13% 0.87% -0.13%
2013 1.44% -0.45% 2.98% 1.86%
2012 1.31% -2.60% 2.44% 0.52%
2011 2.66% -1.08% -4.31% 2.76%
2010 -0.32% -3.77% 3.49% -1.38%
2009 -4.61% 4.77% 6.28% 1.51%

2008 -11.23% -2.64% -1.54% -8.46%
2007 0.37% 5.36% -0.79% 0.75%
2006 5.24% -4.83% 5.44% 3.13%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -3.89%
3-Year 3.24%
5-Year 2.19%
10-Year 0.25%

Performance & Risk

Fund Overview

Category Other Allocation
Fund Family UBS Gestión SGIIC
Net Assets 7.18M
YTD Return -1.33%
Yield 0.00%
Morningstar Rating --
Inception Date May 14, 1999

Fund Summary

Obtención de rentabilidad a medio y largo plazo, asumiendo los riesgos propios derivados de su vocación inversora global. La Sociedad podrá invertir entre un 0% y 100% de su patrimonio en IIC financieras que sean activo apto, armonizadas o no, pertenecientes o no al grupo de la Gestora. La sociedad no cumple con la Directiva 2009/65/EC (UCIT S).

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