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Copenhagen - Delayed Quote DKK

PFA Invest Balance B (PFIBAB.CO)

144.12
+1.52
+(1.07%)
At close: June 14 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 9
Number of Years Down 2
Best 1Y Total Return 18.04%
Worst 1Y Total Return --
Best 3Y Total Return 18.04%
Worst 3Y Total Return 1.03%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
PFIBAB.CO
Category
YTD
7.06%
0.00%
1-Month
1.87%
0.00%
3-Month
2.48%
0.00%
1-Year
13.39%
0.00%
3-Year
4.06%
0.00%
5-Year
6.01%
0.00%
10-Year
6.23%
0.00%
Last Bull Market
0.00%
0.00%
Last Bear Market
0.00%
0.00%

Annual Total Return (%) History

Year
PFIBAB.CO
Category
2024
--
--
2023
11.57%
--
2022
-13.18%
--
2021
16.27%
--
2020
2.15%
--
2019
18.04%
--
2018
-4.31%
--
2017
6.57%
--

2016
5.37%
--
2015
10.29%
--
2014
15.35%
--
2013
12.41%
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2024 6.62% -- -- --
2023 3.75% 3.02% -0.99% 5.42%
2022 -5.00% -7.49% -3.09% 1.93%
2021 4.88% 4.83% -0.21% 5.98%
2020 -12.77% 9.97% 2.65% 3.74%
2019 8.48% 2.29% 2.87% 3.41%
2018 -3.04% 3.40% 2.42% -6.81%
2017 3.47% 0.10% 1.13% 1.75%
2016 -2.71% 1.20% 3.61% 3.30%
2015 13.04% -3.43% -4.66% 5.98%

2014 4.63% 4.28% 3.05% 2.59%
2013 5.78% -0.93% 2.28% 4.87%

Rank in Category (By Total Return)

YTD 6
1-Month 14
3-Month 22
1-Year 8
3-Year 7
5-Year 7

Load Adjusted Returns

1-Year 12.97%
3-Year 3.93%
5-Year 5.94%
10-Year 6.20%

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 6
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.03
Morningstar Risk Rating

Fund Overview

Category --
Fund Family PFA Invest
Net Assets 6.26B
YTD Return 7.06%
Yield 0.00%
Morningstar Rating
Inception Date Oct 01, 2012

Fund Summary

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