Frankfurt - Delayed Quote • EUR
Indosuez Funds America Opportunities (0P0001I607.F)
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 | 4 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 34.34% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 34.34% |
| Worst 3Y Total Return | 6.49% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001I607.F
Category
- YTD
- 14.47%
- 0.00%
- 1-Month
- 2.61%
- 0.00%
- 3-Month
- 14.47%
- 0.00%
- 1-Year
- 34.27%
- 0.00%
- 3-Year
- 10.34%
- 0.00%
- 5-Year
- 14.30%
- 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
0P0001I607.F
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 14.47% | -- | -- | -- |
| 2023 | 5.79% | 9.75% | 0.18% | 6.70% |
| 2022 | -7.92% | -14.71% | 1.50% | -5.43% |
| 2021 | 7.08% | 9.91% | 2.18% | 11.71% |
| 2020 | -11.93% | 20.38% | 5.57% | 6.54% |
| 2019 | 16.83% | 3.14% | 4.56% | 5.47% |
| 2018 | 7.78% | -16.74% | -- | -- |
Rank in Category (By Total Return)
| YTD | 41 |
| 1-Month | 41 |
| 3-Month | 41 |
| 1-Year | 59 |
| 3-Year | 58 |
| 5-Year | 56 |
Load Adjusted Returns
| 1-Year | 34.27% |
| 3-Year | 10.34% |
| 5-Year | 14.30% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 41 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.87 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | CA Indosuez Wealth (Asset Management) |
| Net Assets | -- |
| YTD Return | 14.47% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 14, 2021 |
Fund Summary
Fund Summary Information Not Available
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