Stockholm - Delayed Quote SEK
Plain Capital LunatiX (0P000156UJ.ST)
108.50
-0.49
(-0.45%)
At close: January 16 at 9:00:00 PM GMT+1
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Number of Years Up | 6 |
| Number of Years Down | 3 |
| Best 1Y Total Return | 17.23% |
| Worst 1Y Total Return | -- |
| Best 3Y Total Return | 17.23% |
| Worst 3Y Total Return | -2.15% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P000156UJ.ST
Category
- YTD
- 17.23%
- 0.00%
- 1-Month
- -1.55%
- 0.00%
- 3-Month
- 6.92%
- 0.00%
- 1-Year
- 17.23%
- 0.00%
- 3-Year
- 1.90%
- 0.00%
- 5-Year
- 3.92%
- 0.00%
- 10-Year
- 0.00%
- 0.00%
- Last Bull Market
- 0.00%
- 0.00%
- Last Bear Market
- 0.00%
- 0.00%
Annual Total Return (%) History
Year
0P000156UJ.ST
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 8.29% | -0.28% | 1.55% | 6.92% |
| 2023 | 7.34% | 4.35% | -3.87% | 2.03% |
| 2022 | -9.74% | -4.00% | -7.74% | 2.78% |
| 2021 | 10.19% | 3.08% | -5.81% | -3.00% |
| 2020 | -19.63% | 19.04% | 6.23% | 8.57% |
| 2019 | 14.09% | 0.10% | 0.76% | 0.71% |
| 2018 | 1.60% | -0.76% | -5.48% | -8.21% |
| 2017 | 0.25% | -9.29% | 2.71% | 5.15% |
| 2016 | -2.54% | 4.06% | 6.70% | 2.41% |
| 2015 | -5.40% | -16.53% | -2.81% | -- |
Rank in Category (By Total Return)
| YTD | 18 |
| 1-Month | 97 |
| 3-Month | 6 |
| 1-Year | 18 |
| 3-Year | 62 |
| 5-Year | 28 |
Load Adjusted Returns
| 1-Year | 17.23% |
| 3-Year | 1.90% |
| 5-Year | 3.92% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 0.00% |
| 5y Average Return | 0.00% |
| Rank in Category (ytd) | 18 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 1.27 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | AIFM Capital AB |
| Net Assets | -- |
| YTD Return | 17.23% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Jan 15, 2015 |
Fund Summary
null
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