Frankfurt - Delayed Quote EUR

HANSApost Balanced (0P00000FVF.F)

53.63 -0.08 (-0.15%)
As of April 22 at 10:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.36%
5y Average Return 0.22%
Number of Years Up 13
Number of Years Down 7
Best 1Y Total Return (Apr 22, 2024) 9.18%
Worst 1Y Total Return (Apr 22, 2024) --
Best 3Y Total Return 9.18%
Worst 3Y Total Return -3.09%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000FVF.F
Category
YTD
0.99%
0.00%
1-Month
1.68%
0.00%
3-Month
0.99%
0.00%
1-Year
5.29%
0.00%
3-Year
-0.27%
0.00%
5-Year
0.54%
0.00%
10-Year
0.67%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000FVF.F
Category
2024
--
--
2023
7.26%
--
2022
-13.70%
--
2021
7.00%
--
2020
-1.43%
--
2019
9.18%
--
2018
-7.58%
--
2017
2.54%
--

2016
-3.48%
--
2015
3.78%
--
2014
6.75%
--
2013
7.11%
--
2012
4.71%
--
2011
-3.02%
--
2010
-1.23%
--
2009
8.27%
--
2008
-13.98%
--
2007
2.07%
--
2006
6.47%
--
2005
8.60%
--
2004
6.24%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.99% -- -- --
2023 2.87% 0.67% -1.26% 4.88%
2022 -5.48% -7.23% -3.27% 1.74%
2021 0.85% 2.39% 0.51% 3.10%
2020 -8.96% 4.36% 0.56% 3.18%
2019 4.77% 2.38% 1.00% 0.78%
2018 -1.58% 0.30% 0.30% -6.66%
2017 2.13% 0.12% -0.24% 0.52%
2016 -2.64% -1.31% 0.71% -0.25%
2015 6.44% -1.72% -2.29% 1.54%

2014 2.02% 2.90% 1.36% 0.33%
2013 1.98% -1.18% 2.46% 3.73%
2012 2.88% -1.95% 3.96% -0.15%
2011 -2.00% -0.35% -1.16% 0.47%
2010 2.13% -3.16% -0.04% -0.09%
2009 -0.58% 2.69% 5.13% 0.87%
2008 -5.47% -0.54% -3.24% -5.45%
2007 0.98% 2.18% 0.10% -1.18%
2006 2.66% -2.49% 3.17% 3.09%
2005 1.27% 3.14% 2.70% 1.24%
2004 3.05% 0.60% -0.06% 2.53%

Rank in Category (By Total Return)

YTD 79
1-Month 24
3-Month 79
1-Year 72
3-Year 60
5-Year 66

Load Adjusted Returns

1-Year 0.03%
3-Year -1.97%
5-Year -0.48%
10-Year 0.16%

Performance & Risk

YTD Return 0.36%
5y Average Return 0.22%
Rank in Category (ytd) 79
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.05
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Hanseatische Investment GmbH
Net Assets 40.8M
YTD Return 0.99%
Yield 1.67%
Morningstar Rating
Inception Date Oct 15, 2003

Fund Summary

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