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Monument De FI Europe Balanced EUR (0P0000ZQLD.F)

Frankfurt - Frankfurt Delayed price. Currency in EUR
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1.6005+0.0061 (+0.39%)
At close: 10:00PM CEST

Performance overview

Morningstar return ratingN/A1
Year-to-date return3.99%
5-year average return2.37%
Number of years up17
Number of years down4
Best 1-yr total return (21 Jun 2024)15.89%
Worst 1-yr total return (21 Jun 2024)N/A
Best 3-yr total return15.89%
Worst 3-yr total return-2.47%

Trailing returns (%) vs. Benchmarks

Time periods longer than one year are annualised.
Return0P0000ZQLD.FCategory
YTD3.40%0.00%
1-month0.74%0.00%
3-month2.39%0.00%
1-year8.36%0.00%
3-year1.01%0.00%
5-year2.35%0.00%
10-year1.48%0.00%
Last bull market0.00%0.00%
Last bear market0.00%0.00%

Annual total return (%) history

Year
0P0000ZQLD.FCategory
2024
N/AN/A
2023
11.55%N/A
2022
-14.83%N/A
2021
8.91%N/A
2020
0.02%N/A
2019
13.73%N/A
2018
-12.93%N/A
2017
6.47%N/A
2016
0.38%N/A
2015
1.66%N/A
2014
4.34%N/A
2013
10.92%N/A
2012
15.89%N/A
2011
-9.04%N/A
2010
7.56%N/A
2009
15.13%N/A
2008
-28.57%N/A
2007
0.76%N/A
2006
8.32%N/A
2005
14.79%N/A
2004
10.38%N/A
2003
2.69%N/A
2002
N/AN/A

Past quarterly returns (%)

YearQ1Q2Q3Q4
20243.21%N/AN/AN/A
20234.57%1.63%-2.30%7.43%
2022-7.06%-8.89%-4.44%5.25%
20211.26%3.67%-0.15%3.91%
2020-16.07%11.21%2.44%4.60%
20197.50%2.00%-0.14%3.86%
2018-3.22%1.17%-0.01%-11.06%
20172.42%2.50%0.74%0.67%
2016-3.48%-2.71%4.72%2.08%
20158.21%-1.83%-7.04%2.94%
20142.25%2.02%-1.06%1.09%
20133.25%-1.10%5.11%3.34%
20128.84%-3.76%7.08%3.33%
2011-0.91%-1.13%-9.17%2.22%
20102.86%-1.91%3.03%3.47%
2009-4.25%8.35%9.68%1.18%
2008-8.94%-1.07%-10.30%-11.61%
20072.26%4.15%-2.01%-3.46%
20064.94%-6.23%4.23%5.61%
20052.78%3.82%6.33%1.17%
20045.30%0.34%0.38%4.07%
2003-6.55%5.70%1.85%2.08%
2002-2.36%N/AN/AN/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-year8.36%
3-year1.01%
5-year2.35%
10-year1.48%