YHD - Delayed Quote EUR

Previgest Mediolanum Fund Bilanciato (F00000JPTE.MI)

0.0000 0.0000 (0.00%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 5
YTD Return --
5y Average Return --
Number of Years Up 10
Number of Years Down 6
Best 1Y Total Return 18.84%
Worst 1Y Total Return -18.68%
Best 3Y Total Return 18.84%
Worst 3Y Total Return -5.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
F00000JPTE.MI
Category
YTD
-2.66%
2.30%
1-Month
0.15%
0.44%
3-Month
0.03%
2.30%
1-Year
-4.66%
7.43%
3-Year
5.18%
4.56%
5-Year
5.33%
5.20%
10-Year
4.02%
2.64%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
F00000JPTE.MI
Category
2018
--
--
2017
3.46%
--
2016
0.57%
--
2015
4.80%
2.51%
2014
9.49%
6.79%
2013
9.90%
6.52%
2012
11.30%
8.59%
2011
-4.99%
-6.00%

2010
18.84%
5.81%
2009
16.13%
14.37%
2008
-18.68%
-20.62%
2007
-1.12%
0.84%
2006
4.09%
6.24%
2005
12.68%
13.30%
2004
6.82%
5.62%
2003
6.00%
8.04%
2002
-14.15%
-14.16%
2001
-5.93%
-6.19%
2000
-0.36%
-1.07%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -1.33% -1.00% 0.34% --
2017 1.76% -0.19% 1.38% 0.47%
2016 -2.80% 0.09% 1.16% 2.19%
2015 8.30% -3.17% -2.64% 2.65%
2014 3.48% 2.11% 2.15% 1.44%
2013 3.18% -0.36% 3.24% 3.54%
2012 6.54% 2.09% -- --
2011 -0.31% -0.84% -6.45% 2.74%
2010 3.97% -3.55% 15.21% 2.87%
2009 -3.21% 7.86% 8.24% 2.77%

2008 -6.50% -3.21% -1.55% -8.72%
2007 0.85% 0.94% -0.53% -2.35%
2006 1.63% -2.93% 3.40% 2.04%
2005 2.13% 4.87% 3.43% 1.72%
2004 3.28% 0.51% -0.27% 3.18%
2003 -4.11% 7.13% 0.29% 2.89%
2002 1.01% -8.93% -8.47% 1.96%
2001 -3.16% 2.21% -9.57% 5.09%
2000 5.35% -1.29% 0.63% -4.79%

Rank in Category (By Total Return)

YTD 76
1-Month 67
3-Month 86
1-Year 37
3-Year 29
5-Year 26

Load Adjusted Returns

1-Year -4.66%
3-Year 5.18%
5-Year 5.33%
10-Year 4.02%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category EUR Moderate Allocation - Global
Fund Family Mediolanum Gestione Fondi SGR PA
Net Assets --
YTD Return -2.66%
Yield 0.00%
Morningstar Rating
Inception Date Nov 30, 1999

Fund Summary

L’investimento riguarda prevalentemente strumenti finanziari di natura obbligazionaria e azionaria, di emittenti pubblici e privati, nazionali ed esteri. La durata finanziaria media della componente obbligazionaria sarà di circa sei anni e mezzo. Gli investimenti in strumenti finanziari di natura azionaria potranno essere presenti nel portafoglio per un valore non superiore al 60% delle attività complessive del Comparto e verranno ripartiti tra i diversi mercati nazionali considerando in primo luogo le dimensioni e la liquidità del mercato dei capitali. Tale allocazione potrà variare nel tempo, per area geografica e tipologia di strumenti, in funzione della redditività globale prevedibile.

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