Frankfurt - Delayed Quote EUR
AIS Schelcher Equity Convictions P (0P00000H7Q.F)
As of November 26 at 9:00 PM GMT+1. Market Open.
Performance Overview
Morningstar Return Rating | -- |
YTD Return | 3.20% |
5y Average Return | 5.11% |
Number of Years Up | 15 |
Number of Years Down | 10 |
Best 1Y Total Return (Nov 26, 2024) | 27.62% |
Worst 1Y Total Return (Nov 26, 2024) | -- |
Best 3Y Total Return | 27.62% |
Worst 3Y Total Return | -3.04% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P00000H7Q.F
Category
- YTD
- 4.28%
- 0.00%
- 1-Month
- -3.60%
- 0.00%
- 3-Month
- -2.11%
- 0.00%
- 1-Year
- 16.23%
- 0.00%
- 3-Year
- -1.67%
- 0.00%
- 5-Year
- 6.00%
- 0.00%
- 10-Year
- 5.01%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P00000H7Q.F
Category
Past Quarterly Returns
Year | Q1 | Q2 | Q3 | Q4 |
---|---|---|---|---|
2024 | 8.01% | -2.32% | 2.52% | -- |
2023 | 8.92% | 0.80% | -3.59% | 7.98% |
2022 | -11.00% | -14.31% | -2.92% | 4.31% |
2021 | 6.47% | 7.23% | 2.54% | 9.02% |
2020 | -15.44% | 16.64% | 2.78% | 7.94% |
2019 | 14.23% | 4.62% | 0.82% | 5.07% |
2018 | -5.69% | 2.15% | 2.70% | -15.38% |
2017 | 6.17% | 1.63% | 4.73% | -2.48% |
2016 | -7.03% | -2.90% | 2.73% | 7.80% |
2015 | 18.39% | -3.81% | -9.24% | 3.27% |
2014 | -0.11% | 0.67% | -0.14% | -0.95% |
2013 | 5.66% | 0.96% | 7.94% | 7.74% |
2012 | 8.34% | -3.70% | 9.16% | 5.66% |
2011 | 4.95% | -0.82% | -28.46% | 4.07% |
2010 | -0.20% | -10.06% | 6.19% | 2.56% |
2009 | -13.63% | 21.33% | 18.11% | 1.96% |
2008 | -16.26% | -6.86% | -9.05% | -23.57% |
2007 | 1.67% | 6.96% | -1.09% | -1.91% |
2006 | 7.70% | -4.71% | 4.55% | 6.19% |
2005 | 4.99% | 5.14% | 8.75% | 2.70% |
2004 | 2.79% | 3.62% | -2.28% | 4.26% |
2003 | -11.77% | 19.94% | 2.61% | 9.75% |
2002 | 1.41% | -17.48% | -24.31% | 6.94% |
2001 | -11.36% | 0.58% | -21.93% | 14.24% |
2000 | 3.09% | 1.12% | -0.40% | -5.27% |
1999 | 8.49% | 0.20% | 26.97% | -- |
Rank in Category (By Total Return)
YTD | 76 |
1-Month | 63 |
3-Month | 73 |
1-Year | 74 |
3-Year | 92 |
5-Year | 59 |
Load Adjusted Returns
1-Year | 13.91% |
3-Year | -2.33% |
5-Year | 5.57% |
10-Year | 4.80% |
Performance & Risk
YTD Return | 3.20% |
5y Average Return | 5.11% |
Rank in Category (ytd) | 76 |
% Rank in Category (ytd) | -- |
Beta (5Y Monthly) | 0.90 |
Morningstar Risk Rating |
Fund Overview
Category | -- |
Fund Family | Federal Finance Gestion |
Net Assets | 195.61M |
YTD Return | 4.28% |
Yield | 0.00% |
Morningstar Rating | |
Inception Date | Sep 02, 2005 |
Fund Summary
Fund Summary Information Not Available
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