0P0001IZAD.F - Index Portfolio Fund Balanced I Cap

Frankfurt - Frankfurt Delayed Price. Currency in EUR

Performance Overview

Morningstar Return RatingN/A1

Year-to-Date ReturnN/A

5-Year Average ReturnN/A

Number of Years Up2

Number of Years Down1

Best 1 Yr Total Return (Invalid Date)11.83%

Worst 1 Yr Total Return (Invalid Date)N/A

Best 3-Yr Total Return11.83%

Worst 3-Yr Total Return-0.65%

Trailing Returns (%) Vs. Benchmarks

Return0P0001IZAD.FCategory

YTD0.00%0.00%

1-Month0.00%0.00%

3-Month0.00%0.00%

1-Year0.00%0.00%

3-Year0.00%0.00%

5-Year0.00%0.00%

10-Year0.00%0.00%

Last Bull Market0.00%0.00%

Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year

0P0001IZAD.FCategory

2023

N/AN/A

2022

-15.36%N/A

2021

11.83%N/A

2020

3.60%N/A

2019

N/AN/A

Past Quarterly Returns (%)

YearQ1Q2Q3Q4

20232.99%N/AN/AN/A

2022-4.89%-9.67%-1.95%0.47%

20211.98%3.58%0.89%4.93%

2020-10.70%7.64%2.93%4.70%

20192.81%3.31%2.72%N/A

Rank In Category (By Total Return)

YTD48

1-Month65

3-Month44

1-Year70

3-Year62

5-YearN/A

Load Adjusted Returns

1-Year-6.15%

3-Year2.05%

5-YearN/A

10-YearN/A