Copenhagen - Delayed Quote DKK

Wealth Invest - Secure Globale Aktier (WEISGA.CO)

148.95 +0.85 (+0.57%)
At close: June 16 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 25.75%
Worst 1Y Total Return --
Best 3Y Total Return 25.75%
Worst 3Y Total Return 1.25%

Trailing Returns (%) Vs. Benchmarks

Monthly Total Returns
WEISGA.CO
Category
YTD
0.00%
0.00%
1-Month
0.00%
0.00%
3-Month
0.00%
0.00%
1-Year
0.00%
0.00%
3-Year
0.00%
0.00%
5-Year
0.00%
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
WEISGA.CO
Category
2023
--
--
2022
-15.39%
--
2021
25.75%
--
2020
4.12%
--
2019
21.76%
--
2018
-11.25%
--
2017
12.64%
--
2016
3.84%
--

2015
11.38%
--
2014
--
--

Past Quarterly Returns

YearQ1Q2Q3Q4
2023 11.66% -- -- --
2022 -8.97% -10.67% -3.15% 7.42%
2021 6.05% 9.44% 0.73% 7.56%
2020 -18.23% 12.86% 5.77% 6.68%
2019 12.67% 2.08% 1.40% 4.40%
2018 -3.09% 1.15% 1.44% -10.74%
2017 4.12% 1.57% 0.89% 5.58%
2016 -4.82% 3.21% 2.43% 3.20%
2015 15.89% -3.76% -3.96% 3.98%
2014 3.28% -- -- --

Rank in Category (By Total Return)

YTD 2
1-Month 17
3-Month 2
1-Year 1
3-Year 13
5-Year 50

Load Adjusted Returns

1-Year 14.86%
3-Year 12.72%
5-Year 7.04%
10-Year --

Performance & Risk

YTD Return 0.00%
5y Average Return 0.00%
Rank in Category (ytd) 2
% Rank in Category (ytd) --
Beta (5Y Monthly) 1.14
Morningstar Risk Rating

Fund Overview

Category --
Fund Family Wealth Invest
Net Assets 252.74M
YTD Return --
Yield 8.84%
Morningstar Rating
Inception Date Sep 02, 2014

Fund Summary

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