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Foralex SICAV (0P0000IVFW.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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10.34+0.04 (+0.41%)
As of 10:00PM CEST. Market open.

Performance overview

Morningstar return ratingN/A1
Year-to-date return4.60%
5-year average return6.56%
Number of years up11
Number of years down5
Best 1-yr total return (20 Jun 2024)16.71%
Worst 1-yr total return (20 Jun 2024)N/A
Best 3-yr total return16.71%
Worst 3-yr total return-1.34%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000IVFW.FCategory
YTD5.13%0.00%
1-month1.08%0.00%
3-month3.65%0.00%
1-year10.06%0.00%
3-year9.26%0.00%
5-year6.91%0.00%
10-year4.54%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000IVFW.FCategory
2024
N/AN/A
2023
10.33%N/A
2022
8.22%N/A
2021
16.71%N/A
2020
-7.24%N/A
2019
6.31%N/A
2018
-2.60%N/A
2017
-2.70%N/A
2016
4.62%N/A
2015
5.14%N/A
2014
9.08%N/A
2013
10.73%N/A
2012
5.54%N/A
2011
-0.54%N/A
2010
0.50%N/A
2009
5.91%N/A
2008
-13.80%N/A
2007
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20244.87%N/AN/AN/A
20235.86%0.74%2.61%0.83%
20224.01%0.51%-0.60%4.15%
20219.21%3.05%3.48%0.21%
2020-14.97%4.67%-9.56%15.24%
20194.77%-0.75%0.49%1.74%
2018-3.37%3.98%-0.84%-2.23%
20172.47%-2.35%-0.62%-2.15%
2016-0.59%-0.48%1.52%4.17%
20158.85%-1.96%-2.32%0.87%
20142.36%3.08%2.44%0.92%
20131.52%0.22%6.58%2.11%
20122.36%-2.46%3.94%1.70%
20113.51%-0.88%-5.88%2.99%
20101.96%-4.81%3.74%-0.19%
2009-2.37%6.45%2.72%-0.80%
2008-8.08%-4.39%2.79%-4.57%
20072.74%-5.06%-3.85%N/A

Rank in category (by total return)

YTDN/A
1-monthN/A
3-monthN/A
1-yearN/A
3-yearN/A
5-yearN/A

Load adjusted returns

1-year10.06%
3-year9.26%
5-year6.91%
10-year4.54%