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Swiss - Delayed Quote CHF

DNCA Invest SRI Europe Growth H-I CHF (0P00018X2W.SW)

166.27
+4.48
+(2.77%)
As of May 2 at 10:00:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 0.00%
5y Average Return 0.00%
Number of Years Up 5
Number of Years Down 3
Best 1Y Total Return 38.44%
Worst 1Y Total Return --
Best 3Y Total Return 38.44%
Worst 3Y Total Return -7.84%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P00018X2W.SW
Category
YTD
-3.59%
0.00%
1-Month
-8.98%
0.00%
3-Month
-3.59%
0.00%
1-Year
-12.78%
0.00%
3-Year
-4.31%
0.00%
5-Year
6.47%
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
0P00018X2W.SW
Category
2024
-2.90%
--
2023
9.13%
--
2022
-26.12%
--
2021
38.44%
--
2020
12.81%
--
2019
31.70%
--
2018
-11.08%
--
2017
13.82%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 7.33% -3.60% -1.50% -4.72%
2023 9.05% 1.68% -6.84% 5.64%
2022 -13.87% -14.31% -5.33% 5.74%
2021 6.07% 11.97% 5.54% 10.45%
2020 -13.85% 16.07% 8.41% 4.06%
2019 15.04% 4.68% 1.26% 8.00%
2018 -1.81% 7.14% 2.20% -17.30%
2017 7.14% 4.89% 1.68% -0.39%

Rank in Category (By Total Return)

Load Adjusted Returns

1-Year -14.53%
3-Year -4.95%
5-Year 6.04%
10-Year --

Performance & Risk

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

Fund Overview

Category --
Fund Family DNCA Finance
Net Assets --
YTD Return -3.59%
Yield 0.00%
Morningstar Rating --
Inception Date Dec 08, 2016

Fund Summary

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