Frankfurt - Delayed Quote EUR

Carmignac Portfolio Long-Short European Equities (0P0000ZXJG.F)

165.33 -3.06 (-1.82%)
As of April 19 at 10:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 9
Number of Years Down 2
Best 1Y Total Return 16.73%
Worst 1Y Total Return --
Best 3Y Total Return 16.73%
Worst 3Y Total Return -1.46%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000ZXJG.F
Category
YTD
12.38%
0.00%
1-Month
2.46%
0.00%
3-Month
12.38%
0.00%
1-Year
15.97%
0.00%
3-Year
6.17%
0.00%
5-Year
5.68%
0.00%
10-Year
5.41%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000ZXJG.F
Category
2024
--
--
2023
0.72%
--
2022
-5.72%
--
2021
13.57%
--
2020
7.42%
--
2019
0.32%
--
2018
5.15%
--
2017
16.73%
--

2016
9.99%
--
2015
-7.67%
--
2014
2.34%
--
2013
1.27%
--
2012
8.43%
--
2011
-1.19%
--
2010
7.70%
--
2009
9.19%
--
2008
-15.98%
--
2007
-1.87%
--
2006
14.99%
--
2005
10.86%
--
2004
17.41%
--
2003
6.28%
--
2002
3.02%
--
2001
-2.56%
--
2000
3.53%
--
1999
7.59%
--
1998
1.67%
--
1997
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 12.38% -- -- --
2023 -2.40% -0.93% 1.42% 2.71%
2022 -2.02% 2.20% -1.79% -4.14%
2021 1.26% 5.25% 6.15% 0.39%
2020 -1.26% 6.53% -2.39% 4.62%
2019 -0.92% -1.37% -4.02% 6.95%
2018 0.11% 3.48% 0.06% 1.44%
2017 -0.36% 4.86% 5.64% 5.76%
2016 0.76% 1.73% 4.16% 3.02%
2015 2.66% 1.58% -10.05% -1.57%

2014 -1.63% 5.14% -2.80% 1.80%
2013 2.15% -3.41% 1.39% 1.23%
2012 6.29% 0.11% 2.57% -0.65%
2011 -2.98% -1.11% 1.00% 1.96%
2010 1.32% -2.68% 3.00% 6.05%
2009 1.30% -0.31% 5.38% 2.60%
2008 -6.39% 2.88% -7.64% -5.54%
2007 2.24% -2.39% -4.53% 2.99%
2006 5.90% -0.45% 1.63% 7.31%
2005 1.41% 5.25% 1.93% 1.90%
2004 8.11% -0.20% 4.20% 4.43%
2003 0.32% -0.10% 3.34% 2.62%
2002 -2.88% 3.89% 4.86% -2.64%
2001 1.03% -0.75% -0.19% -2.64%
2000 0.85% 0.27% 1.69% 0.68%
1999 3.81% 1.38% 2.82% -0.57%
1998 0.52% -3.31% -3.58% 8.50%
1997 -1.00% 4.11% 0.40% --

Rank in Category (By Total Return)

YTD 4
1-Month 36
3-Month 4
1-Year 3
3-Year 14
5-Year 22

Load Adjusted Returns

1-Year 15.97%
3-Year 6.17%
5-Year 5.68%
10-Year 5.41%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 4
% Rank in Category (ytd) --
Beta (5Y Monthly) -0.08
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Carmignac Gestion Luxembourg S.A.
Net Assets --
YTD Return 12.38%
Yield 0.00%
Morningstar Rating
Inception Date Nov 15, 2013

Fund Summary

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