Advertisement
Advertisement
U.S. markets close in 2 hours 55 minutes
Advertisement
Advertisement
Advertisement
Advertisement

Invest Global (0P00000N3V.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
152.57-0.59 (-0.39%)
As of 10:00PM CEST. Market open.
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return13.84%
5-Year Average Return10.72%
Number of Years Up16
Number of Years Down7
Best 1 Yr Total Return (Sep 19, 2023)34.82%
Worst 1 Yr Total Return (Sep 19, 2023)N/A
Best 3-Yr Total Return34.82%
Worst 3-Yr Total Return0.02%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P00000N3V.FCategory
YTD13.84%0.00%
1-Month3.12%0.00%
3-Month1.38%0.00%
1-Year9.63%0.00%
3-Year12.92%0.00%
5-Year10.72%0.00%
10-Year10.58%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00000N3V.FCategory
2023
N/AN/A
2022
-14.02%N/A
2021
34.82%N/A
2020
9.54%N/A
2019
31.78%N/A
2018
-5.55%N/A
2017
7.02%N/A
2016
5.62%N/A
2015
11.97%N/A
2014
16.27%N/A
2013
17.78%N/A
2012
11.80%N/A
2011
-3.33%N/A
2010
18.11%N/A
2009
30.96%N/A
2008
-35.32%N/A
2007
0.17%N/A
2006
11.05%N/A
2005
27.55%N/A
2004
4.53%N/A
2003
10.25%N/A
2002
-32.31%N/A
2001
-11.33%N/A
2000
-1.47%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20235.34%7.18%N/AN/A
2022-3.79%-12.18%-0.33%2.10%
202111.07%6.58%2.41%11.22%
2020-15.54%15.04%4.70%7.69%
201915.55%3.34%3.63%6.48%
2018-3.32%7.72%4.93%-13.56%
20174.50%-1.77%1.73%2.48%
2016-5.64%2.70%2.73%6.10%
201515.98%-3.42%-7.73%8.33%
20140.62%4.08%6.26%4.49%
201310.18%-0.31%2.23%4.90%
20129.20%-1.68%5.91%-1.68%
2011-2.65%-1.53%-10.28%12.41%
20107.87%-4.15%1.94%12.05%
2009-4.34%13.94%11.18%8.07%
2008-14.74%0.90%-5.15%-20.73%
2007-0.06%4.30%-0.79%-3.14%
20065.83%-5.00%6.14%4.06%
20055.02%6.87%8.14%5.08%
20045.70%0.43%-3.22%1.75%
2003-9.38%13.94%2.31%4.36%
20021.54%-19.16%-18.60%1.31%
2001-9.88%7.89%-20.65%14.92%
20007.28%-3.32%4.28%-8.91%

Rank In Category (By Total Return)

YTD27
1-Month32
3-Month29
1-Year15
3-Year23
5-Year5

Load Adjusted Returns

1-Year5.39%
3-Year10.47%
5-Year9.92%
10-Year10.67%
Advertisement
Advertisement