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Generali Investments SICAV - SRI Ageing Population DX EUR (0P00016UIY.F)

Frankfurt - Frankfurt Delayed Price. Currency in EUR
139.51-0.68 (-0.49%)
At close: 09:00PM CET
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Performance Overview

Morningstar Return Rating★★★★
Year-to-Date ReturnN/A
5-Year Average ReturnN/A
Number of Years Up2
Number of Years Down3
Best 1 Yr Total Return (Invalid Date)27.67%
Worst 1 Yr Total Return (Invalid Date)-9.43%
Best 3-Yr Total Return27.67%
Worst 3-Yr Total Return0.10%

Trailing Returns (%) Vs. Benchmarks

Return0P00016UIY.FCategory
YTD14.27%5.63%
1-Month2.71%3.20%
3-Month7.79%5.63%
1-Year24.08%13.30%
3-Year7.63%6.45%
5-Year9.55%9.77%
10-Year0.00%2.21%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
0P00016UIY.FCategory
2021
N/AN/A
2020
-3.44%N/A
2019
27.67%N/A
2018
-9.43%N/A
2017
16.66%N/A
2016
-5.07%N/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
20216.01%N/AN/AN/A
2020-21.89%13.85%1.68%6.79%
201911.91%4.23%1.84%7.48%
2018-2.98%5.48%1.88%-13.13%
20178.24%5.30%1.35%0.99%
2016-6.79%-3.92%3.08%2.84%

Rank In Category (By Total Return)

YTD58
1-Month13
3-Month12
1-Year77
3-Year48
5-Year19

Load Adjusted Returns

1-Year14.34%
3-Year4.73%
5-Year7.77%
10-YearN/A
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