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Groupama Equilibre NC (0P00000MVK.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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216.75+0.08 (+0.04%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return7.04%
5-year average return1.93%
Number of years up17
Number of years down5
Best 1-yr total return (21 Jun 2024)16.33%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return16.33%
Worst 3-yr total return-3.08%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P00000MVK.FCategory
YTD4.88%0.00%
1-month1.78%0.00%
3-month2.01%0.00%
1-year10.21%0.00%
3-year-0.53%0.00%
5-year2.18%0.00%
10-year3.14%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P00000MVK.FCategory
2024
N/AN/A
2023
8.39%N/A
2022
-18.42%N/A
2021
11.06%N/A
2020
0.50%N/A
2019
15.65%N/A
2018
-7.53%N/A
2017
7.43%N/A
2016
6.48%N/A
2015
2.64%N/A
2014
11.07%N/A
2013
8.83%N/A
2012
12.99%N/A
2011
-6.40%N/A
2010
4.76%N/A
2009
16.33%N/A
2008
-18.85%N/A
2007
0.75%N/A
2006
4.83%N/A
2005
13.65%N/A
2004
7.32%N/A
2003
10.65%N/A
2002
-4.33%N/A
2001
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20245.39%N/AN/AN/A
20232.87%1.74%-3.13%6.91%
2022-5.29%-11.52%-4.71%2.16%
20212.42%3.65%0.11%4.50%
2020-15.93%10.69%2.64%5.22%
20198.40%2.36%2.45%1.73%
2018-2.68%2.69%2.45%-9.68%
20171.66%0.62%2.16%2.80%
2016-0.16%1.68%2.67%2.17%
201511.09%-3.06%-6.54%1.98%
20143.39%3.38%0.78%3.12%
20132.49%-0.76%3.75%3.13%
20127.23%-2.92%6.15%2.25%
2011-0.55%-0.12%-7.27%1.61%
20102.89%-4.66%4.65%2.06%
2009-5.06%9.31%9.34%2.52%
2008-6.07%-0.72%-5.64%-7.78%
20070.89%1.53%-0.89%-0.76%
20062.56%-3.64%3.61%2.39%
20052.53%4.65%4.03%1.82%
20043.08%0.67%0.81%2.59%
2003-0.94%6.79%1.46%3.09%
20020.54%-3.84%-2.28%1.27%
2001-0.37%-6.34%5.10%N/A

Rank in category (by total return)

YTD25
1-month16
3-month33
1-year32
3-year77
5-year73

Load adjusted returns

1-year7.18%
3-year-1.45%
5-year1.61%
10-year2.85%