YHD - Delayed Quote • EUR
Ibercaja Sostenible y Solidario PP (CBEQUILIBRAD.BC)
At close: June 28 at 6:07 PM EDT
Performance Overview
| Morningstar Return Rating | 2 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 2 |
| Best 1Y Total Return | 14.25% |
| Worst 1Y Total Return | -6.13% |
| Best 3Y Total Return | 14.25% |
| Worst 3Y Total Return | -0.90% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
CBEQUILIBRAD.BC
Category
- YTD
- -2.56%
- 3.35%
- 1-Month
- 1.01%
- 2.05%
- 3-Month
- 0.38%
- 3.35%
- 1-Year
- -6.86%
- 9.15%
- 3-Year
- 3.17%
- 3.75%
- 5-Year
- 1.93%
- 5.90%
- 10-Year
- 0.00%
- 1.52%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
CBEQUILIBRAD.BC
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | -3.02% | 2.76% | 2.22% | -- |
| 2017 | 3.58% | -0.76% | -0.19% | 0.91% |
| 2016 | -3.54% | 2.10% | 1.03% | 2.52% |
| 2015 | 8.49% | -3.46% | -6.12% | 4.34% |
| 2014 | 1.51% | 2.64% | -0.04% | -1.74% |
| 2013 | -0.19% | 0.19% | 6.21% | 3.72% |
| 2012 | 2.36% | -3.46% | 5.13% | 3.76% |
| 2011 | 2.03% | 0.12% | -10.13% | 2.25% |
| 2010 | -1.63% | -4.83% | 3.35% | -0.57% |
| 2009 | -5.90% | 10.07% | 8.58% | 1.60% |
| 2008 | -6.98% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 44 |
| 1-Month | 24 |
| 3-Month | 69 |
| 1-Year | 42 |
| 3-Year | 66 |
| 5-Year | 71 |
Load Adjusted Returns
| 1-Year | -6.86% |
| 3-Year | 3.17% |
| 5-Year | 1.93% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 44 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.98 |
| Morningstar Risk Rating |
Fund Overview
| Category | Euro Moderate Balanced PP |
| Fund Family | Caja Badajoz Vida y Pensiones Cia. de Seguros |
| Net Assets | 2.08M |
| YTD Return | -2.56% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Sep 05, 2008 |
Fund Summary
El Plan CB Equilibrado P.P. es un Plan de Pensiones que le ofrece una atractiva rentabilidad sin descuidar la seguridad de sus ahorros ya que combina cuidadosamente la renta fija y la renta variable tanto nacional como internacional. Es un Plan mixto de renta variable que, como criterio general, invierte el 50% de su patrimonio en renta fija y el otro 50% en renta variable. Es idóneo para personas con un horizonte de jubilación a medio plazo que deseen un equilibrio entre seguridad y rentabilidad.
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