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Frankfurt - Delayed Quote EUR

Conservateur Diversifie Reactif C (0P0000JZWP.F)

178.83
+0.19
+(0.11%)
As of April 30 at 10:00:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.00%
5y Average Return 4.27%
Number of Years Up 13
Number of Years Down 4
Best 1Y Total Return (Apr 30, 2025) 15.23%
Worst 1Y Total Return (Apr 30, 2025) --
Best 3Y Total Return 15.23%
Worst 3Y Total Return -1.99%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000JZWP.F
Category
YTD
2.70%
0.00%
1-Month
-1.37%
0.00%
3-Month
2.70%
0.00%
1-Year
5.53%
0.00%
3-Year
3.24%
0.00%
5-Year
4.98%
0.00%
10-Year
1.35%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000JZWP.F
Category
2024
4.24%
--
2023
9.49%
--
2022
-10.63%
--
2021
2.99%
--
2020
2.28%
--
2019
7.88%
--
2018
-8.19%
--
2017
5.00%
--

2016
4.79%
--
2015
-1.22%
--
2014
2.99%
--
2013
8.83%
--
2012
15.23%
--
2011
-7.29%
--
2010
6.30%
--
2009
15.61%
--
2008
0.07%
--
2007
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 1.45% 0.10% 3.56% -0.87%
2023 3.80% 0.56% -0.47% 5.39%
2022 -4.78% -7.94% -3.36% 5.51%
2021 1.26% 1.41% -0.44% 0.73%
2020 -13.45% 9.48% 2.28% 5.54%
2019 3.68% 1.92% 1.54% 0.54%
2018 -2.50% -1.04% 0.33% -5.15%
2017 2.40% 1.21% 1.05% 0.27%
2016 0.20% 0.74% 2.79% 0.98%
2015 3.87% -1.36% -7.18% 3.86%

2014 0.90% 2.35% -0.77% 0.50%
2013 1.00% 1.19% 4.72% 1.68%
2012 8.88% -2.07% 4.35% 3.56%
2011 2.21% 0.09% -11.58% 2.50%
2010 3.64% -2.12% 4.14% 0.63%
2009 -1.99% 8.68% 6.20% 2.21%
2008 2.91% 2.52% -0.34% -4.83%
2007 0.95% -- -- --

Rank in Category (By Total Return)

YTD 26
1-Month 28
3-Month 26
1-Year 24
3-Year 43
5-Year 63

Load Adjusted Returns

1-Year 4.47%
3-Year 2.89%
5-Year 4.77%
10-Year 1.25%

Performance & Risk

YTD Return 4.00%
5y Average Return 4.27%
Rank in Category (ytd) 26
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.76
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Conservateur Gestion Valor
Net Assets 181.8M
YTD Return 2.70%
Yield 0.00%
Morningstar Rating
Inception Date Sep 21, 2007

Fund Summary

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