Frankfurt - Delayed Quote EUR

Avenir Equilibre I (0P0000VQ2G.F)

62.28 -0.31 (-0.50%)
At close: April 25 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.95%
5y Average Return 3.65%
Number of Years Up 17
Number of Years Down 4
Best 1Y Total Return (Apr 25, 2024) 17.31%
Worst 1Y Total Return (Apr 25, 2024) --
Best 3Y Total Return 17.31%
Worst 3Y Total Return 0.71%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000VQ2G.F
Category
YTD
3.31%
0.00%
1-Month
1.88%
0.00%
3-Month
3.31%
0.00%
1-Year
9.22%
0.00%
3-Year
2.68%
0.00%
5-Year
4.53%
0.00%
10-Year
4.55%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000VQ2G.F
Category
2024
--
--
2023
9.91%
--
2022
-11.37%
--
2021
12.84%
--
2020
2.71%
--
2019
14.57%
--
2018
-5.93%
--
2017
5.52%
--

2016
2.92%
--
2015
5.68%
--
2014
9.63%
--
2013
11.15%
--
2012
12.87%
--
2011
-2.48%
--
2010
9.38%
--
2009
17.31%
--
2008
-19.02%
--
2007
0.83%
--
2006
5.54%
--
2005
14.44%
--
2004
6.33%
--
2003
8.66%
--
2002
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.31% -- -- --
2023 3.95% 1.53% -1.50% 5.72%
2022 -4.70% -6.48% -2.76% 2.27%
2021 4.89% 3.39% 0.72% 3.30%
2020 -12.83% 8.66% 1.90% 6.41%
2019 7.09% 1.62% 2.29% 2.93%
2018 -1.86% 2.15% 1.20% -7.28%
2017 2.66% 0.04% 1.17% 1.55%
2016 -3.15% 0.96% 2.29% 2.90%
2015 9.27% -2.74% -4.47% 4.10%

2014 1.38% 3.01% 2.82% 2.10%
2013 4.13% -0.57% 3.46% 3.77%
2012 6.24% -0.78% 4.53% 2.43%
2011 -0.57% -0.11% -6.14% 4.59%
2010 4.75% -1.52% 2.55% 3.40%
2009 -3.97% 8.32% 8.73% 3.73%
2008 -8.39% -1.96% -1.86% -8.12%
2007 1.18% 2.48% -1.10% -1.67%
2006 2.79% -2.78% 3.49% 2.04%
2005 2.92% 4.22% 3.87% 2.72%
2004 3.88% 0.43% -0.08% 2.00%
2003 -4.88% 8.26% 2.33% 3.12%
2002 -8.73% 1.17% -- --

Rank in Category (By Total Return)

YTD 69
1-Month 61
3-Month 69
1-Year 60
3-Year 24
5-Year 21

Load Adjusted Returns

1-Year 3.76%
3-Year 0.94%
5-Year 3.46%
10-Year 4.01%

Performance & Risk

YTD Return 0.95%
5y Average Return 3.65%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.92
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Natixis Investment Managers International
Net Assets 528.51M
YTD Return 3.31%
Yield 0.00%
Morningstar Rating --
Inception Date Jan 20, 2012

Fund Summary

Related Tickers