Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Berenberg Multi Asset Balanced R A (0P0000H8OI.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
62.69+0.06 (+0.10%)
At close: 09:00PM CET
Advertisement

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up9
Number of Years Down4
Best 1 Yr Total Return (Invalid Date)21.42%
Worst 1 Yr Total Return (Invalid Date)-20.02%
Best 3-Yr Total Return21.42%
Worst 3-Yr Total Return-1.97%

Trailing Returns (%) Vs. Benchmarks

Return0P0000H8OI.FCategory
YTD-14.30%2.59%
1-Month4.55%1.42%
3-Month0.63%2.59%
1-Year-13.11%7.85%
3-Year3.47%3.61%
5-Year4.21%5.63%
10-Year3.34%1.77%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000H8OI.FCategory
2021
N/AN/A
2020
9.77%N/A
2019
21.42%N/A
2018
-8.44%N/A
2017
3.44%N/A
2016
-0.55%N/A
2015
1.25%3.84%
2014
4.84%4.36%
2013
5.49%8.31%
2012
7.58%9.25%
2011
-11.44%-6.41%
2010
4.58%3.40%
2009
17.96%14.49%
2008
-20.02%-19.76%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20213.54%N/AN/AN/A
2020-11.53%12.39%3.78%6.37%
20199.41%4.14%1.80%4.68%
2018-3.13%2.67%1.33%-9.16%
20173.01%-0.44%0.41%0.46%
2016-4.02%0.74%1.50%1.34%
20156.99%-2.11%-5.39%2.18%
20140.19%2.33%1.41%0.84%
20133.22%-2.43%2.16%2.52%
20124.05%-1.78%4.30%0.92%
2011-0.91%-0.98%-12.68%3.36%
20101.69%-3.07%1.53%4.49%
2009-1.77%9.65%6.62%2.73%
2008-7.69%-1.01%-5.26%-7.62%

Rank In Category (By Total Return)

YTD13
1-Month9
3-Month5
1-Year11
3-Year3
5-Year6

Load Adjusted Returns

1-Year14.48%
3-Year8.36%
5-Year6.13%
10-Year3.54%
Advertisement
Advertisement