Frankfurt - Delayed Quote EUR

ODDO BHF Polaris Moderate CR EUR (0P0001FAJ5.F)

115.48 -0.03 (-0.03%)
As of April 17 at 10:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.84%
5y Average Return 2.28%
Number of Years Up 4
Number of Years Down 2
Best 1Y Total Return (Apr 17, 2024) 12.06%
Worst 1Y Total Return (Apr 17, 2024) --
Best 3Y Total Return 12.06%
Worst 3Y Total Return -0.17%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001FAJ5.F
Category
YTD
1.74%
0.00%
1-Month
1.02%
0.00%
3-Month
1.74%
0.00%
1-Year
7.45%
0.00%
3-Year
1.46%
0.00%
5-Year
2.49%
0.00%
10-Year
2.38%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0001FAJ5.F
Category
2024
--
--
2023
7.43%
--
2022
-9.33%
--
2021
6.01%
--
2020
3.49%
--
2019
8.06%
--
2018
-2.35%
--
2017
2.47%
--

2016
0.57%
--
2015
4.38%
--
2014
5.59%
--
2013
3.98%
--
2012
5.56%
--
2011
-0.27%
--
2010
4.87%
--
2009
12.06%
--
2008
-3.62%
--
2007
1.24%
--
2006
2.31%
--
2005
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.74% -- -- --
2023 1.72% 0.64% -0.49% 5.46%
2022 -4.37% -5.55% -1.20% 1.60%
2021 0.58% 1.70% 1.10% 2.51%
2020 -6.74% 8.03% 0.96% 1.73%
2019 3.89% 1.48% 0.92% 1.55%
2018 -1.58% 1.35% 0.29% -2.39%
2017 1.73% 0.31% 0.06% 0.35%
2016 -1.19% 0.59% 1.42% -0.23%
2015 3.76% -1.61% -0.72% 2.98%

2014 3.04% 1.12% 0.68% 0.66%
2013 2.60% -0.49% 0.76% 1.08%
2012 2.96% -0.91% 2.57% 0.87%
2011 0.14% -0.32% -1.03% 0.95%
2010 1.37% 0.20% 1.70% 1.52%
2009 2.28% 3.10% 4.50% 1.70%
2008 -1.41% 0.54% -1.52% -1.28%
2007 0.96% 0.53% 0.58% -0.83%
2006 3.18% -2.05% 1.24% -0.02%
2005 -0.47% -- -- --

Rank in Category (By Total Return)

YTD 60
1-Month 81
3-Month 60
1-Year 37
3-Year 12
5-Year 13

Load Adjusted Returns

1-Year 2.08%
3-Year -0.26%
5-Year 1.44%
10-Year 1.85%

Performance & Risk

YTD Return 0.84%
5y Average Return 2.28%
Rank in Category (ytd) 60
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category --
Fund Family ODDO BHF Asset Management GmbH
Net Assets --
YTD Return 1.74%
Yield --
Morningstar Rating
Inception Date Jun 15, 2018

Fund Summary

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