Frankfurt - Delayed Quote EUR

Liberty Conservador EPSV (0P00001EDI.F)

7.78 -0.00 (-0.00%)
At close: July 24 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 2.29%
5y Average Return 0.70%
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return (Jul 24, 2024) 5.68%
Worst 1Y Total Return (Jul 24, 2024) --
Best 3Y Total Return 5.68%
Worst 3Y Total Return -1.40%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00001EDI.F
Category
YTD
2.29%
0.00%
1-Month
-0.08%
0.00%
3-Month
0.88%
0.00%
1-Year
4.61%
0.00%
3-Year
0.89%
0.00%
5-Year
0.71%
0.00%
10-Year
0.73%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00001EDI.F
Category
2024
--
--
2023
5.68%
--
2022
-5.55%
--
2021
1.89%
--
2020
-0.41%
--
2019
4.25%
--
2018
-3.60%
--
2017
-0.80%
--

2016
0.83%
--
2015
1.80%
--
2014
3.16%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.74% 0.63% -- --
2023 1.63% 1.16% 0.51% 2.27%
2022 -1.54% -3.49% -0.87% 0.28%
2021 0.86% 0.28% 0.02% 0.72%
2020 -5.68% 3.59% 0.90% 1.02%
2019 3.14% 0.85% 0.22% -0.00%
2018 -1.20% 0.71% 0.44% -3.54%
2017 0.20% -1.01% -0.15% 0.17%
2016 -0.77% 0.22% 0.39% 0.99%
2015 3.49% -0.79% -2.70% 1.90%

2014 0.74% 1.19% 0.50% 0.70%
2013 1.76% 1.06% -- --

Rank in Category (By Total Return)

YTD 71
1-Month 100
3-Month 100
1-Year 83
3-Year 36
5-Year 54

Load Adjusted Returns

1-Year 4.61%
3-Year 0.89%
5-Year 0.71%
10-Year 0.73%

Performance & Risk

YTD Return 2.29%
5y Average Return 0.70%
Rank in Category (ytd) 71
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.48
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Fineco Previsión EGFP
Net Assets 580.92k
YTD Return 2.29%
Yield 0.00%
Morningstar Rating
Inception Date May 31, 2013

Fund Summary

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