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YTD | 3M | 1Y | 3Y | 5Y | 10Y | |
---|---|---|---|---|---|---|
Growth of 1000 | 796 | 1055 | 841 | 809 | 744 | 1125 |
Fund Return | -20.38% | 5.49% | -15.86% | -6.84% | -5.75% | 1.18% |
Place in category | 92 | 91 | 97 | 115 | 126 | 81 |
% in Category | 34 | 34 | 40 | 56 | 66 | 63 |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Welzia Ahorro 5 FI | 81.27M | 1.40 | 1.34 | 0.93 | ||
Welzia USA Equity FI | 29.13M | 4.09 | 4.71 | 5.52 | ||
Welzia Crecimiento 15 FI | 24.25M | 3.33 | 0.88 | 4.29 | ||
PREFELICITY | 8M | -9.76 | 3.41 | 4.99 | ||
INVERVILLADA | 3.1M | 3.17 | 4.30 | - |
Name | Rating | Total Assets | YTD% | 3Y% | 10Y% | |
---|---|---|---|---|---|---|
Ibercaja Financiero B FI | 11.27M | 8.48 | 5.56 | 2.51 | ||
Ibercaja Financiero A FI | 11.27M | 8.13 | 4.57 | 1.68 | ||
Bankinter Sector Finanzas FI | 11.76M | 7.90 | 6.40 | 3.10 |
Name | ISIN | Weight % | Last | Change % | |
---|---|---|---|---|---|
Futuro E Mini Financial Select Sept 2020 | - | 6.90 | - | - | |
Fidelity Funds - Global Financial Services Fund Y- | LU0346388704 | 4.31 | 36.190 | +0.17% | |
JPMorgan Chase & Co | - | 3.93 | - | - | |
PayPal Holdings Inc | - | 3.74 | - | - | |
iShares STOXX Europe 600 Insurance UCITS | DE000A0H08K7 | 3.71 | 39.16 | +0.13% |
Type | Daily | Weekly | Monthly |
---|---|---|---|
Moving Averages | Strong Sell | Strong Sell | Strong Sell |
Technical Indicators | Strong Sell | Strong Sell | Strong Sell |
Summary | Strong Sell | Strong Sell | Strong Sell |
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