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Frankfurt - Delayed Quote EUR

Echiquier Agenor SRI Mid Cap Europe A (0P00000TJG.F)

408.23
+5.51
+(1.37%)
As of April 30 at 10:00:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return -2.03%
5y Average Return 1.24%
Number of Years Up 14
Number of Years Down 6
Best 1Y Total Return (Apr 30, 2025) 36.34%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 36.34%
Worst 3Y Total Return -8.36%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00000TJG.F
Category
YTD
-2.26%
0.00%
1-Month
-6.13%
0.00%
3-Month
-2.26%
0.00%
1-Year
-4.78%
0.00%
3-Year
-2.79%
0.00%
5-Year
2.87%
0.00%
10-Year
4.90%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00000TJG.F
Category
2025
--
--
2024
0.86%
--
2023
8.87%
--
2022
-29.91%
--
2021
15.33%
--
2020
13.64%
--
2019
33.85%
--
2018
-8.55%
--

2017
21.70%
--
2016
0.41%
--
2015
25.36%
--
2014
-1.69%
--
2013
24.31%
--
2012
23.06%
--
2011
-27.87%
--
2010
36.34%
--
2009
56.45%
--
2008
-48.54%
--
2007
-2.04%
--
2006
23.03%
--
2005
35.53%
--
2004
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2025 -2.26% -- -- --
2024 3.53% -0.65% 2.60% -4.42%
2023 6.96% -0.85% -6.10% 9.32%
2022 -18.10% -13.24% -6.18% 5.14%
2021 0.59% 8.40% 0.77% 4.96%
2020 -14.40% 15.45% 8.08% 6.40%
2019 15.97% 8.18% -2.73% 9.68%
2018 1.88% 4.30% 1.61% -15.29%
2017 7.95% 6.21% 5.23% 0.88%
2016 -5.60% -0.51% 4.44% 2.37%

2015 14.62% 3.36% -2.65% 8.70%
2014 2.44% -2.34% -5.68% 4.19%
2013 9.25% 2.55% 5.49% 5.18%
2012 14.06% -5.56% 6.64% 7.13%
2011 -0.20% -2.96% -21.75% -4.82%
2010 9.10% 0.09% 7.81% 15.82%
2009 -8.52% 26.39% 26.35% 7.10%
2008 -10.55% -8.97% -17.14% -23.72%
2007 12.11% 5.22% -8.26% -9.47%
2006 13.59% -3.38% 1.32% 10.63%
2005 11.06% 6.57% 11.82% 2.42%
2004 5.04% -1.60% 12.10% --

Rank in Category (By Total Return)

YTD 76
1-Month 82
3-Month 76
1-Year 72
3-Year 71
5-Year 91

Load Adjusted Returns

1-Year -9.54%
3-Year -4.44%
5-Year 1.82%
10-Year 4.36%

Performance & Risk

YTD Return -2.03%
5y Average Return 1.24%
Rank in Category (ytd) 76
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.97
Morningstar Risk Rating

Fund Overview

Category --
Fund Family La Financière de l'Echiquier
Net Assets 1.44B
YTD Return -2.26%
Yield 0.00%
Morningstar Rating
Inception Date Feb 22, 2008

Fund Summary

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