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Frankfurt - Delayed Quote EUR

Eurizon Fund - Equity USA (0P00017F8Q.F)

258.80
-1.88
(-0.72%)
At close: May 6 at 10:00:00 PM GMT+2

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 6
Number of Years Down 2
Best 1Y Total Return 34.28%
Worst 1Y Total Return --
Best 3Y Total Return 34.28%
Worst 3Y Total Return 7.18%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00017F8Q.F
Category
YTD
-10.68%
0.00%
1-Month
-10.36%
0.00%
3-Month
-10.68%
0.00%
1-Year
4.43%
0.00%
3-Year
7.76%
0.00%
5-Year
16.09%
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
0P00017F8Q.F
Category
2024
32.26%
--
2023
20.80%
--
2022
-15.12%
--
2021
31.49%
--
2020
10.32%
--
2019
34.28%
--
2018
-5.45%
--
2017
4.24%
--

2016
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 13.11% 5.32% 0.96% 9.96%
2023 5.18% 8.32% -1.03% 7.13%
2022 -3.21% -12.03% 1.42% -1.71%
2021 9.11% 5.72% 2.51% 11.21%
2020 -16.69% 17.75% 4.56% 7.54%
2019 16.39% 3.39% 5.90% 5.37%
2018 -3.04% 6.14% 8.19% -15.09%
2017 4.37% -4.55% 0.84% 3.77%
2016 3.88% 2.91% 10.89% --

Rank in Category (By Total Return)

YTD 85
1-Month 90
3-Month 85
1-Year 60
3-Year 61
5-Year 67

Load Adjusted Returns

1-Year 1.30%
3-Year 6.67%
5-Year 15.39%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 85
% Rank in Category (ytd) --
Beta (5Y Monthly) 0.99
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Eurizon Capital S.A.
Net Assets --
YTD Return -10.68%
Yield 0.00%
Morningstar Rating
Inception Date Dec 14, 2017

Fund Summary

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