0P00000TIK.F - Ibercaja Small Caps A FI
Frankfurt - Frankfurt Delayed Price. Currency in EUR
Performance Overview
Morningstar Return RatingN/A1
Year-to-Date Return11.23%
5-Year Average Return-4.04%
Number of Years Up13
Number of Years Down5
Best 1 Yr Total Return (May 29, 2023)30.70%
Worst 1 Yr Total Return (May 29, 2023)N/A
Best 3-Yr Total Return30.70%
Worst 3-Yr Total Return-11.10%
Trailing Returns (%) Vs. Benchmarks
Return0P00000TIK.FCategory
YTD11.23%0.00%
1-Month-0.80%0.00%
3-Month-0.51%0.00%
1-Year-5.28%0.00%
3-Year1.51%0.00%
5-Year-4.04%0.00%
10-Year3.57%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%
Annual Total Return (%) History
Year0P00000TIK.FCategory
2023N/AN/A
2022-30.51%N/A
202113.85%N/A
20206.14%N/A
201914.32%N/A
2018-24.45%N/A
201717.33%N/A
20164.09%N/A
201516.78%N/A
20142.29%N/A
201329.07%N/A
201215.76%N/A
2011-13.93%N/A
20106.71%N/A
200930.70%N/A
2008-49.62%N/A
2007-0.88%N/A
200629.70%N/A
200537.44%N/A
2004N/AN/A
Past Quarterly Returns (%)
YearQ1Q2Q3Q4
202310.28%N/AN/AN/A
2022-12.95%-17.77%-10.32%8.25%
202110.41%4.43%-0.56%-0.70%
2020-25.32%22.58%4.43%11.03%
201910.89%-1.09%-2.98%7.43%
2018-4.86%2.31%-3.72%-19.38%
20179.03%2.56%2.43%2.43%
2016-3.67%-4.36%7.44%5.17%
201515.60%-0.26%-6.12%7.88%
20143.13%0.13%-4.40%3.62%
20133.86%1.23%12.58%9.05%
20128.40%-5.55%6.39%6.27%
20114.01%-2.26%-17.15%2.19%
20104.74%-12.85%11.86%4.51%
2009-10.11%26.42%18.36%-2.83%
2008-14.91%-10.38%-19.82%-17.61%
200711.50%6.96%-7.09%-10.55%
200618.93%-2.74%1.64%10.32%
200510.20%10.12%10.50%2.49%
20041.01%-3.41%10.25%N/A
Rank In Category (By Total Return)
YTD5
1-Month22
3-Month17
1-Year42
3-Year90
5-Year97
Load Adjusted Returns
1-Year-6.81%
3-Year4.56%
5-Year-3.74%
10-Year4.05%
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