Frankfurt - Delayed Quote EUR

Ecofi Patrimoine E.S. Patrimoine (0P00018KJH.F)

155.76 -0.07 (-0.04%)
As of April 17 at 10:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.16%
5y Average Return -0.03%
Number of Years Up 5
Number of Years Down 2
Best 1Y Total Return (Apr 17, 2024) 7.92%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 7.92%
Worst 3Y Total Return -1.79%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00018KJH.F
Category
YTD
1.49%
0.00%
1-Month
1.50%
0.00%
3-Month
1.49%
0.00%
1-Year
3.46%
0.00%
3-Year
-1.22%
0.00%
5-Year
0.46%
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
0P00018KJH.F
Category
2024
--
--
2023
3.76%
--
2022
-13.14%
--
2021
7.68%
--
2020
1.29%
--
2019
7.92%
--
2018
-7.61%
--
2017
3.74%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.49% -- -- --
2023 1.79% 0.01% -2.17% 4.19%
2022 -5.18% -7.73% -2.16% 1.46%
2021 2.19% 2.46% 0.61% 2.22%
2020 -10.23% 6.37% 1.83% 4.17%
2019 5.24% 1.50% 0.32% 0.71%
2018 -1.54% 0.42% -0.15% -6.40%
2017 1.67% 0.24% 1.75% 0.04%
2016 1.27% -- -- --

Rank in Category (By Total Return)

YTD 86
1-Month 72
3-Month 86
1-Year 89
3-Year 86
5-Year 87

Load Adjusted Returns

1-Year 0.36%
3-Year -2.22%
5-Year -0.15%
10-Year --

Performance & Risk

YTD Return 0.16%
5y Average Return -0.03%
Rank in Category (ytd) 86
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.77
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Ecofi Investissements
Net Assets 22.22M
YTD Return 1.49%
Yield 0.00%
Morningstar Rating
Inception Date Jul 23, 2020

Fund Summary

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