YHD - Delayed Quote EUR

Plan Finecopensión Renta Fija EPSV (PLANFINECOPE.BC)

15.65 -0.01 (-0.06%)
At close: June 28 at 6:07 PM EDT

Performance Overview

Morningstar Return Rating 5
YTD Return --
5y Average Return --
Number of Years Up 9
Number of Years Down 1
Best 1Y Total Return 15.88%
Worst 1Y Total Return -6.43%
Best 3Y Total Return 15.88%
Worst 3Y Total Return -0.42%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PLANFINECOPE.BC
Category
YTD
0.76%
-0.18%
1-Month
-0.05%
-0.04%
3-Month
0.64%
-0.18%
1-Year
0.98%
0.39%
3-Year
6.19%
1.96%
5-Year
7.26%
3.21%
10-Year
4.16%
2.48%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
PLANFINECOPE.BC
Category
2018
--
--
2017
-0.04%
--
2016
1.19%
--
2015
1.26%
0.24%
2014
12.67%
8.19%
2013
15.88%
5.03%
2012
3.82%
4.17%
2011
5.68%
1.73%

2010
-6.43%
-1.31%
2009
2.77%
2.03%
2008
2.70%
2.56%
2007
2.67%
0.88%
2006
1.51%
0.23%

Past Quarterly Returns

YearQ1Q2Q3Q4
2018 0.26% -0.40% -0.20% --
2017 -0.09% 0.10% 0.01% -0.05%
2016 0.81% 0.77% 0.38% -0.77%
2015 1.40% -2.63% 1.44% 1.11%
2014 5.19% 3.12% 2.53% 1.31%
2013 5.61% 2.44% 3.78% 3.21%
2012 -0.17% -4.14% 3.82% 4.51%
2011 3.36% -0.53% 1.78% 0.99%
2010 0.83% -4.89% 5.24% -7.29%
2009 0.98% 0.50% 1.14% 0.12%

2008 0.68% 0.71% 0.84% 0.44%
2007 0.55% 0.59% 0.80% 0.70%
2006 -0.03% 0.59% 0.51% 0.43%

Rank in Category (By Total Return)

YTD 63
1-Month 37
3-Month 45
1-Year 15
3-Year 2
5-Year 1

Load Adjusted Returns

1-Year 0.98%
3-Year 6.19%
5-Year 7.26%
10-Year 4.16%

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.74
Morningstar Risk Rating

Fund Overview

Category Euro Diversified Bond PP
Fund Family Fineco Previsión EGFP
Net Assets 9.48M
YTD Return 0.76%
Yield 0.00%
Morningstar Rating
Inception Date Dec 06, 2005

Fund Summary

Es un plan con un horizonte de iinversion de largo plazo que esta compuesto de una combinación de bonos emitidos por la comunidad autónoma basca y el estado español con vencimiento en torno a 2019.

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