Frankfurt - Delayed Quote EUR

Mejorana Inversiones SICAV (0P0000IV60.F)

9.45 +0.02 (+0.17%)
At close: April 17 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 5.91%
5y Average Return 2.17%
Number of Years Up 10
Number of Years Down 6
Best 1Y Total Return (Apr 18, 2024) 34.88%
Worst 1Y Total Return (Apr 18, 2024) --
Best 3Y Total Return 34.88%
Worst 3Y Total Return -3.23%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000IV60.F
Category
YTD
7.07%
0.00%
1-Month
7.41%
0.00%
3-Month
7.07%
0.00%
1-Year
15.00%
0.00%
3-Year
4.88%
0.00%
5-Year
2.78%
0.00%
10-Year
4.15%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000IV60.F
Category
2024
--
--
2023
13.47%
--
2022
-9.36%
--
2021
14.68%
--
2020
-11.22%
--
2019
8.56%
--
2018
-5.98%
--
2017
23.80%
--

2016
-2.50%
--
2015
9.15%
--
2014
4.11%
--
2013
32.69%
--
2012
8.25%
--
2011
-11.29%
--
2010
0.02%
--
2009
34.88%
--
2008
-38.37%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.07% -- -- --
2023 5.64% 1.49% -0.93% 6.83%
2022 -7.28% -4.76% -7.53% 11.01%
2021 9.47% 6.70% -1.72% -0.10%
2020 -26.25% 10.59% -0.45% 9.34%
2019 6.14% -2.02% 1.09% 3.26%
2018 3.84% 2.79% 1.10% -12.87%
2017 10.75% 4.54% 1.97% 4.86%
2016 -6.03% -5.47% 4.57% 4.96%
2015 15.28% -4.82% -6.19% 6.04%

2014 4.55% 4.37% -2.41% -2.24%
2013 4.04% 2.06% 14.07% 9.55%
2012 5.40% -10.14% 5.08% 8.77%
2011 4.35% -0.56% -15.09% 0.69%
2010 -0.22% -14.30% 14.03% 2.57%
2009 -8.24% 21.16% 18.17% 2.67%
2008 -9.31% -7.19% -14.63% -14.24%
2007 1.20% -0.55% -0.53% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 15.00%
3-Year 4.88%
5-Year 2.78%
10-Year 4.15%

Performance & Risk

YTD Return 5.91%
5y Average Return 2.17%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Urquijo Gestión SGIIC
Net Assets 5.64M
YTD Return 7.07%
Yield 0.00%
Morningstar Rating --
Inception Date Oct 30, 2003

Fund Summary

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