Frankfurt - Delayed Quote EUR

Bergos – European Equities C (0P0000Q1O9.F)

231.24 -1.38 (-0.59%)
As of December 10 at 9:00:00 PM GMT+1. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 8
Number of Years Down 3
Best 1Y Total Return 30.29%
Worst 1Y Total Return --
Best 3Y Total Return 30.29%
Worst 3Y Total Return 0.97%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Q1O9.F
Category
YTD
9.26%
0.00%
1-Month
-0.25%
0.00%
3-Month
-1.05%
0.00%
1-Year
12.48%
0.00%
3-Year
8.46%
0.00%
5-Year
6.94%
0.00%
10-Year
6.22%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Q1O9.F
Category
2024
--
--
2023
9.58%
--
2022
-0.38%
--
2021
19.60%
--
2020
-4.85%
--
2019
30.29%
--
2018
-11.24%
--
2017
10.39%
--

2016
5.05%
--
2015
4.52%
--
2014
1.45%
--
2013
14.14%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 4.44% 2.32% 4.56% --
2023 6.98% 0.51% -1.51% 3.48%
2022 -2.08% -6.04% -3.98% 12.75%
2021 10.70% 2.06% -1.70% 7.68%
2020 -23.55% 12.84% -1.52% 12.01%
2019 13.74% 4.34% 2.42% 7.19%
2018 -4.63% 3.85% 1.39% -11.61%
2017 6.55% 0.64% 4.01% -1.02%
2016 -7.49% -0.23% 6.32% 7.06%
2015 16.11% -4.48% -11.22% 6.15%

2014 1.57% 2.47% 0.76% -3.25%
2013 6.23% -2.81% 7.16% 3.17%

Rank in Category (By Total Return)

YTD 34
1-Month 58
3-Month 27
1-Year 40
3-Year 29
5-Year 38

Load Adjusted Returns

1-Year 6.29%
3-Year 6.44%
5-Year 5.74%
10-Year 5.62%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 34
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.90
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Universal-Investment Luxembourg SA
Net Assets 19.3M
YTD Return 9.26%
Yield 0.00%
Morningstar Rating
Inception Date Jun 18, 2007

Fund Summary

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