Frankfurt - Delayed Quote • EUR
Echiquier Short Term Credit SRI I (0P0001GY7Z.F)
At close: September 12 at 10:00 PM GMT+2
Performance Overview
| Morningstar Return Rating | -- |
| YTD Return | 2.86% |
| 5y Average Return | 0.77% |
| Number of Years Up | 1 |
| Number of Years Down | 4 |
| Best 1Y Total Return (Sep 12, 2024) | 3.99% |
| Worst 1Y Total Return (Sep 12, 2024) | -- |
| Best 3Y Total Return | 3.99% |
| Worst 3Y Total Return | -0.93% |
Trailing Returns (%) Vs. Benchmarks
Monthly Total Returns
0P0001GY7Z.F
Category
- YTD
- 2.64%
- 0.00%
- 1-Month
- 0.37%
- 0.00%
- 3-Month
- 1.36%
- 0.00%
- 1-Year
- 4.73%
- 0.00%
- 3-Year
- 1.28%
- 0.00%
- 5-Year
- 0.71%
- 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
0P0001GY7Z.F
Category
Past Quarterly Returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2024 | 0.76% | 0.87% | -- | -- |
| 2023 | 0.66% | 0.48% | 0.88% | 1.92% |
| 2022 | -0.91% | -1.49% | -0.66% | 0.59% |
| 2021 | -0.06% | -0.01% | -0.04% | -0.15% |
| 2020 | -1.45% | 0.70% | 0.42% | 0.28% |
| 2019 | -0.04% | 0.07% | 0.01% | -0.08% |
Rank in Category (By Total Return)
| YTD | 49 |
| 1-Month | 21 |
| 3-Month | 11 |
| 1-Year | 20 |
| 3-Year | 71 |
| 5-Year | 69 |
Load Adjusted Returns
| 1-Year | 4.73% |
| 3-Year | 1.28% |
| 5-Year | 0.71% |
| 10-Year | -- |
Performance & Risk
| YTD Return | 2.86% |
| 5y Average Return | 0.77% |
| Rank in Category (ytd) | 49 |
| % Rank in Category (ytd) | -- |
| Beta (5Y Monthly) | 12.76 |
| Morningstar Risk Rating |
Fund Overview
| Category | -- |
| Fund Family | La Financière de l'Echiquier |
| Net Assets | 155.18M |
| YTD Return | 2.64% |
| Yield | 0.00% |
| Morningstar Rating | |
| Inception Date | Dec 28, 2018 |
Fund Summary
Fund Summary Information Not Available
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