0P0000WHLW.F - GemEquity R

Frankfurt - Frankfurt Delayed Price. Currency in EUR

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.46%
5-Year Average Return-0.89%
Number of Years Up7
Number of Years Down3
Best 1 Yr Total Return (May 26, 2023)29.95%
Worst 1 Yr Total Return (May 26, 2023)N/A
Best 3-Yr Total Return29.95%
Worst 3-Yr Total Return-3.13%

Trailing Returns (%) Vs. Benchmarks

Return0P0000WHLW.FCategory
YTD0.46%0.00%
1-Month3.31%0.00%
3-Month-2.37%0.00%
1-Year-4.50%0.00%
3-Year0.23%0.00%
5-Year-0.89%0.00%
10-Year3.69%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000WHLW.FCategory
2023
N/AN/A
2022
-26.34%N/A
2021
0.98%N/A
2020
22.21%N/A
2019
27.68%N/A
2018
-18.58%N/A
2017
29.95%N/A
2016
8.39%N/A
2015
6.93%N/A
2014
7.14%N/A
2013
-1.35%N/A
2012
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20233.59%N/AN/AN/A
2022-15.21%-6.48%-5.43%-1.77%
20214.87%5.84%-5.36%-3.87%
2020-19.75%21.75%8.24%15.56%
201912.94%1.66%1.68%9.37%
2018-2.99%-4.53%-4.84%-7.62%
201711.17%2.33%6.53%7.24%
2016-6.52%3.94%9.95%1.46%
201518.60%-2.91%-13.06%6.81%
2014-2.80%8.51%1.38%0.19%
20135.22%-8.79%1.28%1.50%
20123.05%N/AN/AN/A

Rank In Category (By Total Return)

YTD80
1-Month96
3-Month89
1-Year82
3-Year86
5-Year69

Load Adjusted Returns

1-Year-17.20%
3-Year-1.17%
5-Year-1.76%
10-Year3.13%