Swiss - Delayed Quote BRL

Franklin Serpros Geribá FIA (0P0000Y1ZB.SA)

0.0000 0.0000 (0.00%)
At close: July 9 at 3:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 1.29%
5y Average Return 1.56%
Number of Years Up 7
Number of Years Down 3
Best 1Y Total Return (Oct 23, 2024) 35.05%
Worst 1Y Total Return (Oct 23, 2024) --
Best 3Y Total Return 35.05%
Worst 3Y Total Return -6.24%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Y1ZB.SA
Category
YTD
1.74%
0.00%
1-Month
-3.38%
0.00%
3-Month
6.43%
0.00%
1-Year
17.47%
0.00%
3-Year
2.42%
0.00%
5-Year
2.05%
0.00%
10-Year
7.91%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Y1ZB.SA
Category
2024
--
--
2023
18.53%
--
2022
1.45%
--
2021
-15.51%
--
2020
-3.84%
--
2019
34.17%
--
2018
16.29%
--
2017
35.05%
--

2016
0.53%
--
2015
4.01%
--
2014
-1.38%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 -1.04% -3.40% 6.43% --
2023 -6.66% 15.97% -5.16% 15.46%
2022 13.29% -17.57% 13.88% -4.60%
2021 -1.26% 12.18% -13.15% -12.18%
2020 -37.71% 28.45% -0.21% 20.43%
2019 6.76% 5.07% 7.41% 11.36%
2018 13.22% -15.05% 3.05% 17.32%
2017 11.66% -0.50% 19.85% 1.42%
2016 -13.15% 5.66% 13.10% -3.15%
2015 -0.65% 4.56% -1.89% 2.06%

2014 -5.04% 6.44% -0.21% -2.23%
2013 -12.56% -0.23% 5.12% --

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year 17.47%
3-Year 2.42%
5-Year 2.05%
10-Year 7.91%

Performance & Risk

YTD Return 1.29%
5y Average Return 1.56%
Rank in Category (ytd) --
% Rank in Category (ytd) --
Beta (5Y Monthly) --
Morningstar Risk Rating --

Fund Overview

Category --
Fund Family Franklin Templeton Investimentos (Brasil) Ltda
Net Assets 90.3M
YTD Return 1.74%
Yield 0.00%
Morningstar Rating --
Inception Date Jan 31, 2013

Fund Summary

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