Copenhagen - Delayed Quote DKK

Wealth Invest Wellington EM Obligationer (0P00015ZFY.CO)

99.22 +0.85 (+0.86%)
At close: April 26 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 4
Number of Years Down 4
Best 1Y Total Return 9.99%
Worst 1Y Total Return --
Best 3Y Total Return 9.99%
Worst 3Y Total Return -4.82%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00015ZFY.CO
Category
YTD
0.17%
0.00%
1-Month
0.96%
0.00%
3-Month
0.17%
0.00%
1-Year
7.77%
0.00%
3-Year
-0.14%
0.00%
5-Year
-0.22%
0.00%
10-Year
0.00%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00015ZFY.CO
Category
2024
--
--
2023
9.99%
--
2022
-10.73%
--
2021
-2.58%
--
2020
-0.84%
--
2019
8.52%
--
2018
-10.11%
--
2017
9.87%
--

2016
7.28%
--
2015
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.17% -- -- --
2023 2.23% 2.91% -1.66% 6.32%
2022 -4.51% -6.42% -2.34% 2.30%
2021 -3.77% 2.39% -0.36% -0.78%
2020 -13.98% 9.06% -0.48% 6.20%
2019 4.22% 3.46% -2.60% 3.34%
2018 0.68% -9.06% -0.91% -0.91%
2017 4.71% 2.12% 2.60% 0.15%
2016 6.07% 4.13% 3.21% -5.89%
2015 -7.32% 0.52% -- --

Rank in Category (By Total Return)

YTD 85
1-Month 86
3-Month 85
1-Year 64
3-Year 11
5-Year 23

Load Adjusted Returns

1-Year 7.25%
3-Year -0.31%
5-Year -0.32%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.66
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Wealth Invest
Net Assets 612.33M
YTD Return 0.17%
Yield 0.00%
Morningstar Rating
Inception Date Jun 03, 2015

Fund Summary

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