YHD - Delayed Quote • EUR
Eurizon Team 4 G (IT0004427859.MI)
At close: June 28 at 6:07 PM EDT
Performance Overview
| Morningstar Return Rating | 3 |
| YTD Return | -- |
| 5y Average Return | -- |
| Number of Years Up | 5 |
| Number of Years Down | 1 |
| Best 1Y Total Return | 9.24% |
| Worst 1Y Total Return | -4.41% |
| Best 3Y Total Return | 9.24% |
| Worst 3Y Total Return | 2.09% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
IT0004427859.MI
Category
- YTD
- -2.17%
- 2.30%
- 1-Month
- 0.21%
- 0.44%
- 3-Month
- 0.75%
- 2.30%
- 1-Year
- -6.25%
- 7.43%
- 3-Year
- 2.64%
- 4.56%
- 5-Year
- 2.87%
- 5.20%
- 10-Year
- 0.00%
- 2.64%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
IT0004427859.MI
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2018 | -0.92% | -2.38% | -0.12% | -- |
| 2017 | 1.31% | -0.79% | 0.94% | 1.07% |
| 2016 | -2.38% | 0.27% | 1.20% | 1.86% |
| 2015 | 10.23% | -4.14% | -4.30% | 2.97% |
| 2014 | 1.14% | 0.62% | 1.76% | 2.36% |
| 2013 | 4.55% | -1.07% | 0.28% | 2.48% |
| 2012 | 2.62% | -1.94% | 2.16% | 1.87% |
| 2011 | -0.55% | -1.13% | -4.46% | 1.75% |
| 2010 | 3.72% | -0.91% | 2.93% | 3.26% |
| 2009 | 5.30% | 3.27% | -- | -- |
Rank in Category (By Total Return)
| YTD | 68 |
| 1-Month | 62 |
| 3-Month | 70 |
| 1-Year | 61 |
| 3-Year | 69 |
| 5-Year | 67 |
Load Adjusted Returns
| 1-Year | -6.25% |
| 3-Year | 2.64% |
| 5-Year | 2.87% |
| 10-Year | -- |
Performance & Risk
| YTD Return | -- |
| 5y Average Return | -- |
| Rank in Category (ytd) | 68 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 0.80 |
| Morningstar Risk Rating |
Fund Overview
| Category | EUR Moderate Allocation - Global |
| Fund Family | Eurizon Capital SGR SpA |
| Net Assets | 115.03M |
| YTD Return | -2.17% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Apr 06, 2009 |
Fund Summary
Tipologia di strumenti finanziari e valuta di denominazione: strumenti finanziari di natura obbligazionaria e/o monetaria ed azionaria; quest’ultimi sono compresi tra il 20% ed il 70% del totale delle attività. Gli strumenti finanziari sono denominati principalmente in euro, dollari USA e yen. Non è possibile indicare a priori la rilevanza degli investimenti in OICR collegati. Il patrimonio del Fondo può essere investito in misura superiore al 35% delle sue attività in strumenti finanziari emessi o garantiti dagli Stati di Italia, Francia, Germania o Stati Uniti d’America ovvero da organismi internazionali di carattere pubblico di cui fanno parte uno o più Stati membri dell’UE, a condizione che il valore di ciascuna emissione non superi il 30% delle attività del Fondo.
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