Frankfurt - Delayed Quote • EUR
Ortalgos Investissement (0P0000251M.F)
At close: March 17 at 9:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 3.39% |
| 5y Average Return | 2.87% |
| Number of Years Up | 22 |
| Number of Years Down | 9 |
| Best 1Y Total Return (Mar 17, 2024) | 14.85% |
| Worst 1Y Total Return (Mar 17, 2024) | -- |
| Best 3Y Total Return | 14.85% |
| Worst 3Y Total Return | -1.13% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000251M.F
Category
- YTD
- 3.39%
- 0.00%
- 1-Month
- 0.98%
- 0.00%
- 3-Month
- 3.39%
- 0.00%
- 1-Year
- 9.56%
- 0.00%
- 3-Year
- 3.51%
- 0.00%
- 5-Year
- 2.91%
- 0.00%
- 10-Year
- 3.21%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P0000251M.F
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 3.39% | -- | -- | -- |
| 2023 | 0.78% | 0.63% | 0.36% | 4.93% |
| 2022 | -2.31% | -5.10% | -1.53% | 3.40% |
| 2021 | 3.26% | 4.01% | 0.24% | 2.09% |
| 2020 | -15.81% | 5.27% | -0.63% | 5.78% |
| 2019 | 6.16% | 2.30% | 2.00% | 3.68% |
| 2018 | -3.21% | 0.98% | -0.26% | -5.31% |
| 2017 | 3.71% | -0.50% | 0.03% | 2.85% |
| 2016 | -1.99% | 1.05% | 2.17% | 1.62% |
| 2015 | 8.63% | -0.87% | -5.98% | 3.75% |
| 2014 | 1.63% | 2.52% | 0.81% | 2.31% |
| 2013 | 3.16% | 0.03% | 3.49% | 2.47% |
| 2012 | 5.71% | -2.26% | 4.10% | 2.08% |
| 2011 | 0.17% | -1.36% | -8.12% | 2.98% |
| 2010 | 2.47% | -2.59% | 2.18% | 2.96% |
| 2009 | 0.88% | 2.36% | 3.58% | 1.92% |
| 2008 | -6.60% | -0.74% | -2.81% | -15.57% |
| 2007 | 1.69% | 3.59% | -1.03% | -2.70% |
| 2006 | 4.31% | -3.98% | 2.61% | 3.75% |
| 2005 | 3.36% | 4.20% | 5.34% | 3.01% |
| 2004 | 3.62% | 1.24% | -1.80% | 3.86% |
| 2003 | -1.68% | 4.68% | 2.85% | 2.87% |
| 2002 | 0.40% | -10.16% | -6.94% | 0.47% |
| 2001 | -6.92% | 2.54% | -11.75% | 7.85% |
| 2000 | 4.62% | -3.77% | 1.86% | -7.79% |
| 1999 | 5.04% | 3.20% | -0.89% | 17.77% |
| 1998 | 11.30% | 5.14% | -11.58% | 9.42% |
| 1997 | 6.66% | 7.55% | 1.40% | -0.67% |
| 1996 | 6.06% | 5.32% | 0.53% | 5.69% |
| 1995 | -3.85% | 2.32% | 2.73% | 2.76% |
| 1994 | -6.37% | -5.10% | 0.06% | -1.72% |
| 1993 | 6.67% | 5.24% | 3.74% | 9.99% |
| 1992 | 5.01% | -- | -- | -- |
Rank in Category (By Total Return)
| YTD | 62 |
| 1-Month | 86 |
| 3-Month | 62 |
| 1-Year | 49 |
| 3-Year | 26 |
| 5-Year | 58 |
Load Adjusted Returns
| 1-Year | -1.40% |
| 3-Year | -0.06% |
| 5-Year | 0.77% |
| 10-Year | 2.13% |
Performance & Risk
| YTD Return | 3.39% |
| 5y Average Return | 2.87% |
| Rank in Category (ytd) | 62 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.69 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Massena Partners SA |
| Net Assets | 11.6M |
| YTD Return | 3.39% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jul 03, 1992 |
Fund Summary
Fund Summary Information Not Available
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