Advertisement
Advertisement
U.S. markets closed
Advertisement
Advertisement
Advertisement
Advertisement

Mediolanum BB Convertible Strat Col SHB (0P0000ZJKE.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
8.75-0.03 (-0.30%)
At close: 10:00PM CEST
Advertisement

Performance Overview

Morningstar Return RatingN/A1
Year-to-Date Return0.09%
5-Year Average Return-2.16%
Number of Years Up5
Number of Years Down4
Best 1 Yr Total Return (Sep 26, 2023)13.98%
Worst 1 Yr Total Return (Sep 26, 2023)N/A
Best 3-Yr Total Return13.98%
Worst 3-Yr Total Return-3.47%

Trailing Returns (%) Vs. Benchmarks

Time periods greater than 1 year are annualized.
Return0P0000ZJKE.FCategory
YTD0.09%0.00%
1-Month-1.33%0.00%
3-Month-2.88%0.00%
1-Year0.72%0.00%
3-Year-4.34%0.00%
5-Year-2.16%0.00%
10-Year-0.51%0.00%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P0000ZJKE.FCategory
2023
N/AN/A
2022
-19.48%N/A
2021
-1.99%N/A
2020
13.98%N/A
2019
7.38%N/A
2018
-7.85%N/A
2017
1.21%N/A
2016
-2.66%N/A
2015
2.41%N/A
2014
4.01%N/A
2013
N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20231.92%1.90%N/AN/A
2022-6.44%-12.90%-2.61%1.46%
2021-0.05%1.84%-2.00%-1.75%
2020-11.10%12.13%3.97%9.99%
20194.38%1.16%-0.97%2.69%
2018-1.01%0.28%-0.09%-7.09%
20171.05%-0.02%-0.15%0.33%
2016-5.36%-2.27%2.75%2.42%
20157.12%-1.77%-5.91%3.44%
20141.12%1.87%-0.66%1.65%
20132.26%1.78%N/AN/A

Rank In Category (By Total Return)

YTD52
1-Month66
3-Month55
1-Year84
3-Year79
5-Year92

Load Adjusted Returns

1-Year-4.72%
3-Year-5.15%
5-Year-2.34%
10-Year-0.39%
Advertisement
Advertisement