Singapore markets closed

Montségur Patrimoine I (0P0000KVBE.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
Add to watchlist
139.77+0.01 (+0.01%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return5.95%
5-year average return2.58%
Number of years up10
Number of years down4
Best 1-yr total return (26 Jun 2024)7.67%
Worst 1-yr total return (26 Jun 2024)N/A
Best 3-yr total return7.67%
Worst 3-yr total return-1.96%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000KVBE.FCategory
YTD5.16%0.00%
1-month1.33%0.00%
3-month2.88%0.00%
1-year10.65%0.00%
3-year3.20%0.00%
5-year2.67%0.00%
10-year1.56%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000KVBE.FCategory
2024
N/AN/A
2023
7.24%N/A
2022
-4.75%N/A
2021
6.52%N/A
2020
-3.27%N/A
2019
4.02%N/A
2018
-6.34%N/A
2017
4.50%N/A
2016
1.62%N/A
2015
1.03%N/A
2014
4.68%N/A
2013
7.67%N/A
2012
3.85%N/A
2011
-3.16%N/A
2010
1.42%N/A
2009
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.90%N/AN/AN/A
20231.08%1.87%-0.48%4.66%
2022-2.72%-2.75%-1.05%1.75%
20211.63%2.50%-0.75%3.04%
2020-9.10%2.92%-0.81%4.23%
20191.11%1.08%1.15%0.62%
2018-3.19%-0.84%0.36%-2.78%
20171.40%1.21%0.60%1.22%
2016-0.59%1.12%1.01%0.07%
20154.24%-1.57%-2.89%1.39%
20141.53%2.36%0.48%0.25%
20132.21%0.47%2.54%2.26%
20122.00%-1.78%1.80%1.82%
20112.39%-0.06%-5.99%0.67%
20100.64%-2.55%2.26%1.13%
20090.58%N/AN/AN/A

Rank in category (by total return)

YTD39
1-month52
3-month39
1-year36
3-year29
5-year61

Load adjusted returns

1-year7.94%
3-year2.35%
5-year2.16%
10-year1.31%