Frankfurt - Delayed Quote EUR

ART Transformer Equities I (0P0001HFQQ.F)

152.38 +0.10 (+0.07%)
As of September 13 at 10:00 PM GMT+2. Market Open.

Performance Overview

Morningstar Return Rating --
YTD Return 4.76%
5y Average Return 10.77%
Number of Years Up 3
Number of Years Down 1
Best 1Y Total Return (Sep 12, 2024) 49.35%
Worst 1Y Total Return (Sep 12, 2024) --
Best 3Y Total Return 49.35%
Worst 3Y Total Return 0.73%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
0P0001HFQQ.F
Category
YTD
6.64%
0.00%
1-Month
-1.74%
0.00%
3-Month
2.29%
0.00%
1-Year
20.66%
0.00%
3-Year
-4.59%
0.00%
5-Year
12.13%
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
0P0001HFQQ.F
Category
2024
--
--
2023
45.00%
--
2022
-44.92%
--
2021
27.97%
--
2020
49.35%
--
2019
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 10.85% 0.93% -- --
2023 16.39% 10.52% -5.84% 19.72%
2022 -13.15% -30.06% 0.76% -10.02%
2021 13.11% 5.31% -0.32% 7.78%
2020 -13.77% 36.15% 5.16% 20.97%
2019 -4.83% 9.17% -- --

Rank in Category (By Total Return)

YTD 69
1-Month 75
3-Month 49
1-Year 53
3-Year 76
5-Year 65

Load Adjusted Returns

1-Year 14.62%
3-Year -6.21%
5-Year 10.98%
10-Year --

Performance & Risk

YTD Return 4.76%
5y Average Return 10.77%
Rank in Category (ytd) 69
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.09
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Hauck Aufhäuser Lampe Privatbank AG
Net Assets --
YTD Return 6.64%
Yield 1.50%
Morningstar Rating
Inception Date Mar 01, 2024

Fund Summary

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