Frankfurt - Delayed Quote EUR

KOALA CAPITAL SICAV, S.A. (0P00001ZM1.F)

19.27 +0.05 (+0.27%)
At close: August 29 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 1.88%
5y Average Return 4.68%
Number of Years Up 10
Number of Years Down 7
Best 1Y Total Return (Aug 28, 2024) 16.77%
Worst 1Y Total Return (Aug 28, 2024) --
Best 3Y Total Return 16.77%
Worst 3Y Total Return -5.76%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00001ZM1.F
Category
YTD
1.45%
0.00%
1-Month
3.46%
0.00%
3-Month
4.23%
0.00%
1-Year
2.29%
0.00%
3-Year
-1.26%
0.00%
5-Year
3.71%
0.00%
10-Year
3.56%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00001ZM1.F
Category
2024
--
--
2023
-0.33%
--
2022
-2.84%
--
2021
7.43%
--
2020
5.32%
--
2019
11.53%
--
2018
-7.95%
--
2017
16.77%
--

2016
12.14%
--
2015
0.06%
--
2014
1.54%
--
2013
-7.37%
--
2012
-4.94%
--
2011
-4.97%
--
2010
14.62%
--
2009
15.23%
--
2008
-5.82%
--
2007
5.45%
--
2006
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -4.43% 2.60% -- --
2023 1.42% -3.41% 1.63% 0.11%
2022 1.10% -3.55% -0.70% 0.35%
2021 4.66% 4.35% -0.75% -0.89%
2020 -13.22% 12.58% 2.93% 4.74%
2019 3.56% -0.05% -0.88% 8.71%
2018 -2.74% 4.12% -4.06% -5.24%
2017 3.48% 4.40% 5.23% 2.72%
2016 2.14% 1.74% 2.55% 5.24%
2015 2.45% 4.49% -11.62% 5.76%

2014 5.11% 1.15% 0.31% -4.79%
2013 -2.17% -7.60% 0.58% 1.88%
2012 -2.19% -1.54% 0.71% -1.98%
2011 -1.96% -2.72% -3.54% 3.30%
2010 6.09% 0.78% 0.47% 6.71%
2009 15.38% 2.70% -3.21% 0.47%
2008 -6.00% -0.48% 0.84% -0.16%
2007 3.43% 0.88% 0.49% 0.58%
2006 4.29% -- -- --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 2.29%
3-Year -1.26%
5-Year 3.71%
10-Year 3.56%

Performance & Risk

YTD Return 1.88%
5y Average Return 4.68%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Gesiuris Asset Management SGIIC
Net Assets 20.76M
YTD Return 1.45%
Yield 0.00%
Morningstar Rating --
Inception Date Oct 05, 2001

Fund Summary

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