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Barclays Portfolios SICAV - Barclays GlobalBeta Portfolio 3 (0P0000S04R.F)

16.83 -0.02 (-0.09%)
At close: August 28 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return 13.19%
Worst 1Y Total Return --
Best 3Y Total Return 13.19%
Worst 3Y Total Return 1.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000S04R.F
Category
YTD
5.78%
0.00%
1-Month
0.43%
0.00%
3-Month
3.86%
0.00%
1-Year
9.34%
0.00%
3-Year
1.95%
0.00%
5-Year
3.75%
0.00%
10-Year
4.52%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000S04R.F
Category
2024
--
--
2023
9.33%
--
2022
-11.01%
--
2021
7.96%
--
2020
7.82%
--
2019
13.19%
--
2018
-5.37%
--
2017
9.30%
--

2016
12.18%
--
2015
-2.32%
--
2014
4.92%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.62% 1.64% -- --
2023 3.01% 1.01% -0.63% 5.75%
2022 -4.03% -7.42% -1.60% 1.80%
2021 0.32% 4.67% 0.14% 2.68%
2020 -11.56% 13.13% 1.88% 5.77%
2019 6.31% 3.78% 1.61% 0.97%
2018 -3.29% 2.16% 2.49% -6.55%
2017 3.30% 0.87% 1.66% 3.18%
2016 1.34% 2.94% 4.25% 3.15%
2015 2.85% -2.29% -5.78% 3.16%

2014 0.88% 3.14% -0.67% 1.52%
2013 3.28% -- -- --

Rank in Category (By Total Return)

YTD 50
1-Month 66
3-Month 27
1-Year 36
3-Year 26
5-Year 32

Load Adjusted Returns

1-Year 3.60%
3-Year 0.14%
5-Year 2.63%
10-Year 3.96%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 50
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.89
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Barclays Investment Solutions Limited
Net Assets --
YTD Return 5.78%
Yield 2.14%
Morningstar Rating
Inception Date Dec 10, 2010

Fund Summary

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