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Frankfurt - Delayed Quote EUR

Bestinver Patrimonio FI (0P00000IMG.F)

11.61
+0.05
+(0.45%)
At close: May 2 at 10:00:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return -0.81%
5y Average Return 3.15%
Number of Years Up 17
Number of Years Down 7
Best 1Y Total Return (Apr 30, 2025) 24.13%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 24.13%
Worst 3Y Total Return -1.57%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000IMG.F
Category
YTD
-0.55%
0.00%
1-Month
-2.33%
0.00%
3-Month
-0.55%
0.00%
1-Year
3.30%
0.00%
3-Year
2.97%
0.00%
5-Year
3.82%
0.00%
10-Year
2.32%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000IMG.F
Category
2025
--
--
2024
6.88%
--
2023
10.31%
--
2022
-11.23%
--
2021
4.51%
--
2020
2.78%
--
2019
7.89%
--
2018
-6.30%
--

2017
7.67%
--
2016
7.04%
--
2015
8.51%
--
2014
1.36%
--
2013
24.13%
--
2012
13.07%
--
2011
-7.58%
--
2010
19.78%
--
2009
53.98%
--
2008
-36.48%
--
2007
-3.34%
--
2006
10.90%
--
2005
21.76%
--
2004
7.85%
--
2003
15.36%
--
2002
-34.79%
--
2001
-17.90%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -0.55% -- -- --
2024 2.90% 0.56% 2.28% 0.99%
2023 3.66% 1.83% 0.36% 4.13%
2022 -4.66% -6.73% -2.01% 1.88%
2021 1.62% 2.35% -0.34% 0.83%
2020 -7.28% 4.73% 1.86% 3.91%
2019 3.26% 1.50% 1.30% 1.61%
2018 -2.46% 2.92% -3.56% -3.21%
2017 5.16% -0.18% 2.17% 0.39%
2016 0.62% -0.45% 2.74% 4.02%

2015 12.35% -2.60% -4.43% 3.75%
2014 2.84% 1.15% -4.56% 2.10%
2013 7.48% 2.18% 9.46% 3.27%
2012 7.28% -3.80% 5.12% 4.23%
2011 1.46% 2.80% -14.42% 3.54%
2010 6.19% -1.00% 5.59% 7.90%
2009 -5.99% 32.87% 15.71% 6.54%
2008 -8.75% -5.43% -6.93% -20.92%
2007 5.97% 4.62% -4.97% -8.26%
2006 7.33% -3.71% 0.85% 6.40%
2005 3.40% 5.26% 7.42% 4.15%
2004 0.75% 2.32% -2.91% 7.76%
2003 -14.35% 19.07% -1.06% 14.33%
2002 -0.90% -16.32% -27.20% 8.00%
2001 -10.91% 1.59% -20.39% 13.95%

Rank in Category (By Total Return)

YTD 72
1-Month 78
3-Month 72
1-Year 47
3-Year 19
5-Year 27

Load Adjusted Returns

1-Year 3.30%
3-Year 2.97%
5-Year 3.82%
10-Year 2.32%

Performance & Risk

YTD Return -0.81%
5y Average Return 3.15%
Rank in Category (ytd) 72
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.85
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Bestinver Gestión SGIIC
Net Assets 115.29M
YTD Return -0.55%
Yield 0.00%
Morningstar Rating
Inception Date Dec 05, 2000

Fund Summary

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