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Cartera Mobiliaria SICAV (0P0000ITIQ.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
112.19-0.06 (-0.05%)
As of 10:00PM CEST. Market open.
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Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return5.91%
5-Year Average Return2.78%
Number of Years Up10
Number of Years Down5
Best 1 Yr Total Return (Sep 20, 2023)14.47%
Worst 1 Yr Total Return (Sep 20, 2023)N/A
Best 3-Yr Total Return14.47%
Worst 3-Yr Total Return-3.73%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000ITIQ.FCategory
YTD5.91%0.00%
1-Month1.50%0.00%
3-Month0.61%0.00%
1-Year5.58%0.00%
3-Year4.90%0.00%
5-Year2.78%0.00%
10-Year4.11%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000ITIQ.FCategory
2023
N/AN/A
2022
-6.74%N/A
2021
9.47%N/A
2020
2.99%N/A
2019
13.45%N/A
2018
-7.85%N/A
2017
5.38%N/A
2016
0.44%N/A
2015
6.01%N/A
2014
9.56%N/A
2013
14.47%N/A
2012
4.83%N/A
2011
-2.17%N/A
2010
-0.86%N/A
2009
11.42%N/A
2008
-19.22%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.75%1.45%N/AN/A
2022-1.90%-4.84%-2.63%2.60%
20214.66%2.78%0.50%1.26%
2020-13.09%9.26%1.11%7.27%
20197.00%1.50%1.76%2.65%
2018-4.28%3.26%2.67%-9.19%
20173.85%-0.70%0.83%1.34%
2016-5.15%-0.89%2.51%4.23%
201510.53%-2.47%-5.04%3.56%
20142.72%3.29%1.78%1.45%
20133.23%1.15%4.76%4.64%
20122.79%-1.82%2.35%1.49%
20112.37%-0.21%-6.81%2.77%
2010-0.84%-4.80%4.37%0.62%
2009-5.84%7.29%7.45%2.64%
2008-9.14%-3.10%-0.89%-7.43%

Rank In Category (By Total Return)

YTD64
1-Month32
3-Month40
1-Year31
3-Year42
5-Year61

Load Adjusted Returns

1-Year3.91%
3-Year4.83%
5-Year2.75%
10-Year4.47%
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