0P0000VRLE.F - Baloise Fund invest (Lux) - BFI Systematic Balanced EUR R

Frankfurt - Frankfurt Delayed Price. Currency in EUR

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (Invalid Date)11.71%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return11.71%
Worst 3-Yr Total Return-1.05%

Trailing Returns (%) Vs. Benchmarks

Return0P0000VRLE.FCategory
YTD0.00%0.00%
1-Month0.00%0.00%
3-Month0.00%0.00%
1-Year0.00%0.00%
3-Year0.00%0.00%
5-Year0.00%0.00%
10-Year0.00%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000VRLE.FCategory
2023
N/AN/A
2022
-8.20%N/A
2021
8.04%N/A
2020
-2.31%N/A
2019
9.21%N/A
2018
-9.08%N/A
2017
6.47%N/A
2016
2.02%N/A
2015
0.70%N/A
2014
11.71%N/A
2013
7.62%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20230.21%N/AN/AN/A
2022-3.69%-4.32%-0.40%0.01%
20215.38%2.45%-2.25%2.38%
2020-14.12%3.36%3.17%6.69%
20193.54%1.06%3.23%1.09%
2018-1.86%-2.26%-0.89%-4.36%
20172.67%1.26%0.81%1.60%
2016-1.24%0.71%2.42%0.15%
20159.55%-1.93%-5.03%-1.30%
20142.19%3.59%2.39%3.06%
20134.52%-2.61%2.59%3.06%
2012-0.98%3.18%2.31%N/A

Rank In Category (By Total Return)

YTD83
1-Month6
3-Month9
1-Year12
3-Year31
5-Year81

Load Adjusted Returns

1-Year-5.89%
3-Year2.17%
5-Year-1.09%
10-Year1.49%