Berlin - Delayed Quote EUR

Sparda München nachhaltige Vermögensverwaltung (0P0000MPFW.F)

50.22 0.00 (0.00%)
As of December 16 at 9:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating 1
YTD Return --
5y Average Return --
Number of Years Up 5
Number of Years Down 4
Best 1Y Total Return 3.52%
Worst 1Y Total Return -4.24%
Best 3Y Total Return 3.52%
Worst 3Y Total Return -0.75%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000MPFW.F
Category
YTD
3.92%
2.30%
1-Month
0.84%
0.44%
3-Month
1.55%
2.30%
1-Year
3.11%
7.43%
3-Year
0.77%
4.56%
5-Year
0.05%
5.20%
10-Year
0.00%
2.64%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000MPFW.F
Category
2019
--
--
2018
-4.24%
--
2017
1.53%
--
2016
0.55%
--
2015
-1.07%
2.51%
2014
1.28%
6.79%
2013
3.52%
6.52%
2012
2.20%
8.59%

2011
-3.72%
-6.00%
2010
-0.14%
5.81%

Past Quarterly Returns

YearQ1Q2Q3Q4
2019 1.67% 0.45% 0.81% --
2018 -1.86% 0.28% -0.06% -2.63%
2017 1.48% 0.02% 0.10% -0.07%
2016 -0.79% -0.92% 1.23% 1.05%
2015 3.83% -1.69% -3.03% -0.06%
2014 0.45% 1.39% -0.04% -0.52%
2013 2.81% -1.88% 2.08% 0.53%
2012 1.79% -1.76% 1.60% 0.59%
2011 -1.24% -0.95% -1.51% -0.06%
2010 0.16% -0.76% -0.04% 0.50%

Rank in Category (By Total Return)

YTD 97
1-Month 77
3-Month 76
1-Year 93
3-Year 94
5-Year 97

Load Adjusted Returns

1-Year 1.56%
3-Year 0.26%
5-Year -0.25%
10-Year --

Performance & Risk

YTD Return --
5y Average Return --
Rank in Category (ytd) 97
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.40
Morningstar Risk Rating

Fund Overview

Category EUR Moderate Allocation - Global
Fund Family Monega Kapitalanlagegesellschaft mbH
Net Assets 6.47M
YTD Return 3.92%
Yield 0.62%
Morningstar Rating
Inception Date Dec 01, 2009

Fund Summary

N/A

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