0P0000VT8C - Itaú Active Asset Allocation - Moderate C2

Other OTC - Other OTC Delayed Price. Currency in USD

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up8
Number of Years Down4
Best 1 Yr Total Return (Invalid Date)14.15%
Worst 1 Yr Total Return (Invalid Date)N/A
Best 3-Yr Total Return14.15%
Worst 3-Yr Total Return-1.08%

Trailing Returns (%) Vs. Benchmarks

Return0P0000VT8CCategory
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
0P0000VT8CCategory
2023
N/AN/A
2022
-15.78%N/A
2021
6.27%N/A
2020
8.15%N/A
2019
14.15%N/A
2018
-5.21%N/A
2017
10.25%N/A
2016
0.68%N/A
2015
-1.62%N/A
2014
3.58%N/A
2013
0.46%N/A
2012
7.31%N/A
2011
-2.95%N/A
2010
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20234.23%N/AN/AN/A
2022-6.32%-10.09%-4.47%4.67%
20210.49%4.97%-0.69%1.44%
2020-9.96%8.57%2.97%7.44%
20196.75%2.81%1.20%2.77%
2018-0.61%0.35%2.13%-6.94%
20173.56%2.15%1.74%2.44%
20161.02%1.01%2.25%-3.50%
20151.80%-1.37%-3.58%1.62%
20140.64%2.49%-0.54%0.96%
20131.03%-4.05%2.09%1.52%
20124.72%-1.56%3.28%0.78%
20112.06%0.25%-7.57%2.63%
2010-4.34%4.88%2.98%N/A

Rank In Category (By Total Return)

YTDN/A
1-MonthN/A
3-MonthN/A
1-YearN/A
3-YearN/A
5-YearN/A

Load Adjusted Returns

1-Year-5.38%
3-Year0.86%
5-Year0.91%
10-Year1.59%