YHD - Delayed Quote EUR

Mediolanum Ch Energy Equity S A (IE0004461095.IR)

11.44 -0.22 (-1.89%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 3
YTD Return --
5y Average Return --
Number of Years Up 10
Number of Years Down 4
Best 1Y Total Return 46.27%
Worst 1Y Total Return -35.99%
Best 3Y Total Return 46.27%
Worst 3Y Total Return -9.05%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
IE0004461095.IR
Category
YTD
3.62%
-4.04%
1-Month
6.14%
-0.84%
3-Month
10.81%
-4.04%
1-Year
-18.57%
15.96%
3-Year
-2.08%
-11.39%
5-Year
-2.87%
-5.36%
10-Year
-1.04%
-2.92%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
IE0004461095.IR
Category
2018
--
--
2017
-4.35%
--
2016
19.53%
--
2015
-12.69%
-25.98%
2014
0.44%
-20.77%
2013
3.80%
13.42%
2012
0.33%
-1.61%
2011
-8.17%
-13.04%

2010
17.44%
11.15%
2009
26.25%
43.74%
2008
-35.99%
-47.42%
2007
14.83%
32.03%
2006
2.37%
20.52%
2005
46.27%
31.18%
2004
14.61%
27.16%
2003
0.75%
29.39%
2002
-23.05%
-5.66%
2001
--
-12.83%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 -7.56% 14.89% 0.47% --
2017 -2.39% -9.24% 4.24% 3.57%
2016 -2.38% 7.40% 2.51% 11.21%
2015 9.15% -4.97% -18.05% 2.71%
2014 0.52% 8.44% -1.35% -6.59%
2013 3.47% -6.09% 3.42% 3.28%
2012 1.82% -4.33% 5.41% -2.29%
2011 1.77% -5.01% -15.95% 13.02%
2010 4.96% -9.34% 5.23% 17.28%
2009 -3.35% 10.37% 8.82% 8.77%

2008 -15.99% 18.15% -18.34% -21.03%
2007 0.28% 13.23% -0.20% 1.33%
2006 5.06% -1.28% -4.91% 3.79%
2005 16.17% 12.43% 18.56% -5.54%
2004 4.51% 6.78% 6.16% -3.26%
2003 -8.26% 4.83% -2.86% 7.85%
2002 11.54% -14.59% -19.49% 0.33%
2001 6.29% -14.92% 4.19% --

Rank in Category (By Total Return)

YTD 80
1-Month 85
3-Month 70
1-Year 33
3-Year 38
5-Year 35

Load Adjusted Returns

1-Year -19.79%
3-Year -2.57%
5-Year -3.16%
10-Year -1.19%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 80
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.86
Morningstar Risk Rating

Fund Overview

Category Sector Equity Energy
Fund Family Mediolanum International Funds Limited
Net Assets 332.87M
YTD Return 3.62%
Yield 0.00%
Morningstar Rating
Inception Date Feb 19, 2001

Fund Summary

The investment objective of Challenge Energy Equity Fund is long term capital appreciation through investment on a global basis in a diversified portfolio of leading energy or sector related stocks listed or traded on Recognised Exchanges. The performance of the Sub-Fund’s portfolio of investments will be measured against the MSCI (Morgan Stanley Capital International) Global Energy Index. The Sub-Fund will be managed to perform closely in line with that Index.

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