Frankfurt - Delayed Quote EUR

Pilatus Partners Fonds - Pilatus Invest Income EUR (0P000183XV.F)

982.30 +0.94 (+0.10%)
As of April 23 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 6
Number of Years Down 3
Best 1Y Total Return 6.35%
Worst 1Y Total Return --
Best 3Y Total Return 6.35%
Worst 3Y Total Return -3.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P000183XV.F
Category
YTD
0.57%
0.00%
1-Month
0.71%
0.00%
3-Month
0.57%
0.00%
1-Year
5.90%
0.00%
3-Year
-1.83%
0.00%
5-Year
-0.29%
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
0P000183XV.F
Category
2024
--
--
2023
6.35%
--
2022
-11.42%
--
2021
-0.64%
--
2020
1.30%
--
2019
6.15%
--
2018
-3.87%
--
2017
3.33%
--

2016
4.38%
--
2015
0.27%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 0.57% -- -- --
2023 0.99% 0.94% 0.77% 3.52%
2022 -6.48% -4.63% -2.14% 1.49%
2021 -0.48% 0.50% 0.02% -0.67%
2020 -8.36% 6.69% 1.69% 1.88%
2019 2.72% 1.75% 0.79% 0.76%
2018 -1.21% -1.47% 0.12% -1.36%
2017 1.15% 0.94% 0.67% 0.53%
2016 1.93% 1.31% 1.86% -0.76%
2015 1.62% -1.40% -1.00% 1.08%

2014 -0.37% -- -- --

Rank in Category (By Total Return)

YTD 13
1-Month 63
3-Month 13
1-Year 7
3-Year 20
5-Year 14

Load Adjusted Returns

1-Year 5.90%
3-Year -1.83%
5-Year -0.29%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 13
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.54
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Pilatus Partners AG
Net Assets 63.45M
YTD Return 0.57%
Yield --
Morningstar Rating
Inception Date Sep 16, 2014

Fund Summary

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