Frankfurt - Delayed Quote EUR

Oberbanscheidt Global Flexibel UI R (0P00011G4M.F)

135.89 +0.33 (+0.24%)
At close: September 13 at 10:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 8.56%
5y Average Return 4.39%
Number of Years Up 6
Number of Years Down 4
Best 1Y Total Return (Sep 12, 2024) 16.43%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 16.43%
Worst 3Y Total Return -1.33%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00011G4M.F
Category
YTD
8.64%
0.00%
1-Month
0.26%
0.00%
3-Month
0.68%
0.00%
1-Year
13.03%
0.00%
3-Year
5.04%
0.00%
5-Year
4.99%
0.00%
10-Year
3.51%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
0P00011G4M.F
Category
2024
--
--
2023
16.43%
--
2022
-8.02%
--
2021
9.87%
--
2020
-4.95%
--
2019
14.23%
--
2018
-7.92%
--
2017
6.08%
--

2016
6.39%
--
2015
-5.46%
--
2014
8.75%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.82% -0.60% -- --
2023 8.39% 0.34% 1.67% 5.29%
2022 -0.75% -6.78% -4.97% 4.61%
2021 4.78% 3.50% 1.54% -0.23%
2020 -20.80% 13.05% -0.47% 6.66%
2019 7.64% 0.59% 3.22% 2.21%
2018 -3.46% 2.25% 2.29% -8.81%
2017 3.51% 0.72% 1.18% 0.56%
2016 -2.65% 0.51% 3.30% 5.26%
2015 4.76% -5.03% -9.83% 5.40%

2014 1.46% 3.04% 0.61% 3.38%

Rank in Category (By Total Return)

YTD 22
1-Month 63
3-Month 79
1-Year 20
3-Year 6
5-Year 28

Load Adjusted Returns

1-Year 8.50%
3-Year 3.62%
5-Year 4.13%
10-Year 3.09%

Performance & Risk

YTD Return 8.56%
5y Average Return 4.39%
Rank in Category (ytd) 22
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.84
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Oberbanscheidt & Cie GmbH
Net Assets 59.63M
YTD Return 8.64%
Yield 0.74%
Morningstar Rating
Inception Date Nov 22, 2013

Fund Summary

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