Frankfurt - Delayed Quote • EUR
International Balance AC (0P0000V10N.F)
At close: October 28 at 10:00 PM GMT+2
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | -6.42% |
| 5y Average Return | -0.53% |
| Number of Years Up | 9 |
| Number of Years Down | 1 |
| Best 1Y Total Return (Oct 28, 2022) | 5.81% |
| Worst 1Y Total Return (Oct 28, 2022) | -- |
| Best 3Y Total Return | 5.81% |
| Worst 3Y Total Return | -0.90% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0000V10N.F
Category
- YTD
- -6.42%
- 0.00%
- 1-Month
- 0.27%
- 0.00%
- 3-Month
- -1.57%
- 0.00%
- 1-Year
- -6.42%
- 0.00%
- 3-Year
- 0.24%
- 0.00%
- 5-Year
- -0.53%
- 0.00%
- 10-Year
- 1.59%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Annual Total Return Information Not Available
Past Quarterly Returns
Past Quarterly Returns Information Not Available
Rank in Category (By Total Return)
| YTD | 15 |
| 1-Month | 74 |
| 3-Month | 17 |
| 1-Year | 19 |
| 3-Year | 53 |
| 5-Year | 65 |
Load Adjusted Returns
| 1-Year | -8.33% |
| 3-Year | -0.46% |
| 5-Year | -0.93% |
| 10-Year | 1.38% |
Performance & Risk
| YTD Return | -6.42% |
| 5y Average Return | -0.53% |
| Rank in Category (ytd) | 15 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.36 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | Montpensier Finance |
| Net Assets | 8.46M |
| YTD Return | -6.42% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 09, 2011 |
Fund Summary
Fund Summary Information Not Available
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