Frankfurt - Delayed Quote EUR

Astria Equilibre (0P0000Z24T.F)

119.48 +0.53 (+0.45%)
At close: November 22 at 9:00 PM GMT+1

Performance Overview

Morningstar Return Rating --
YTD Return 6.49%
5y Average Return 2.26%
Number of Years Up 8
Number of Years Down 2
Best 1Y Total Return (Nov 22, 2024) 9.83%
Worst 1Y Total Return (Nov 22, 2024) --
Best 3Y Total Return 9.83%
Worst 3Y Total Return -2.35%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0000Z24T.F
Category
YTD
6.05%
0.00%
1-Month
0.13%
0.00%
3-Month
2.05%
0.00%
1-Year
13.55%
0.00%
3-Year
0.72%
0.00%
5-Year
2.30%
0.00%
10-Year
1.52%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P0000Z24T.F
Category
2024
--
--
2023
6.93%
--
2022
-10.39%
--
2021
7.04%
--
2020
0.51%
--
2019
9.83%
--
2018
-9.23%
--
2017
2.07%
--

2016
0.50%
--
2015
1.77%
--
2014
3.32%
--
2013
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 3.49% 0.78% 1.55% --
2023 2.74% 1.06% -1.13% 4.16%
2022 -4.24% -6.03% -2.77% 2.42%
2021 3.24% 2.65% -0.10% 1.11%
2020 -12.64% 7.41% 0.67% 6.42%
2019 5.43% 0.47% 0.85% 2.82%
2018 -2.07% 0.43% 0.46% -8.13%
2017 1.74% 0.01% 0.51% -0.19%
2016 -2.28% 0.66% 0.68% 1.48%
2015 5.84% 0.06% -6.00% 2.23%

2014 1.09% 1.27% -0.68% 1.61%
2013 2.86% 1.56% -- --

Rank in Category (By Total Return)

YTD 63
1-Month 20
3-Month 18
1-Year 64
3-Year 50
5-Year 67

Load Adjusted Returns

1-Year 10.30%
3-Year -0.28%
5-Year 1.71%
10-Year 1.23%

Performance & Risk

YTD Return 6.49%
5y Average Return 2.26%
Rank in Category (ytd) 63
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.66
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Atrio Gestion Privée
Net Assets 27.85M
YTD Return 6.05%
Yield 0.00%
Morningstar Rating
Inception Date Apr 12, 2013

Fund Summary

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