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Mediolanum Excellent FI (MEDIOLANUMEX.BC)


Barcelona - Barcelona Delayed Price. Currency in EUR
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11.24000.00 (0.00%)
At close: 10:00PM CEST

Performance Overview

Morningstar Return Rating★★★★
Year-to-Date Return-0.02%
5-Year Average Return2.14%
Number of Years Up11
Number of Years Down5
Best 1 Yr Total Return (Apr 30, 2016)7.91%
Worst 1 Yr Total Return (Apr 30, 2016)-18.19%
Best 3-Yr Total Return7.91%
Worst 3-Yr Total Return-9.39%

Trailing Returns (%) Vs. Benchmarks

ReturnMEDIOLANUMEX.BCCategory
YTD-0.02%2.62%
1-Month0.40%0.59%
3-Month2.22%2.62%
1-Year-1.21%7.68%
3-Year3.25%3.85%
5-Year2.14%4.35%
10-Year2.75%1.68%
Last Bull Market0.00%0.00%
Last Bear Market0.00%0.00%

Annual Total Return (%) History

Year
MEDIOLANUMEX.BCCategory
2016
N/AN/A
2015
2.93%2.09%
2014
5.49%5.27%
2013
3.45%5.47%
2012
3.95%6.47%
2011
-3.46%-8.49%
2010
2.73%5.77%
2009
7.91%13.22%
2008
-5.45%-19.59%
2007
7.00%1.42%
2006
6.28%8.00%
2005
5.81%14.74%
2004
4.42%6.05%
2003
7.83%10.51%
2002
-15.67%-16.06%
2001
-18.19%-7.58%
2000
-2.03%0.52%

Past Quarterly Returns (%)

YearQ1Q2Q3Q4
2016-0.42%N/AN/AN/A
20153.93%-0.47%-3.64%3.26%
20141.99%2.28%1.64%-0.50%
20131.72%-2.03%1.84%1.93%
20122.02%-0.40%2.13%0.17%
20110.59%0.10%-5.51%1.47%
20101.52%-1.26%1.23%1.25%
20090.47%3.94%2.13%1.18%
2008-3.11%0.70%-1.88%-1.24%
20074.42%2.05%0.78%-0.36%
20062.52%-2.06%3.15%2.61%
20050.57%1.57%2.69%0.88%
20040.50%1.28%-0.96%3.58%
2003-2.15%5.49%0.57%3.87%
2002-0.69%-9.66%-8.52%2.75%
2001-7.93%2.29%-16.12%3.57%
20006.02%-2.93%0.01%-4.80%

Rank In Category (By Total Return)

YTD26
1-Month56
3-Month38
1-Year8
3-Year43
5-Year53

Load Adjusted Returns

1-Year-1.21%
3-Year3.25%
5-Year2.14%
10-Year2.75%