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Royce Pennsylvania Mutual Invmt (PENNX)

Nasdaq - Nasdaq Verzögerter Preis. Währung in USD
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9,35+0,04 (+0,43%)
Börsenschluss: 08:06AM EDT

Performance-Überblick

Morningstar-RenditeratingN/A1
Ertrag im lfd. Jahr1,85%
5-Jahres-Durchschnittsrendite9,50%
Anzahl der Jahre aufwärts40
Anzahl der Jahre abwärts11
Beste 1-Jahresrendite (28. Apr. 2024)36,28%
Schlechteste 1-Jahresrendite (28. Apr. 2024)N/A
Beste 3-Jahresrendite36,28%
Schlechteste 3-Jahresrendite3,61%

Rollierende Erträge (%) im Vergleich mit Benchmarks

Zeiträume von mehr als einem Jahr werden auf das Jahr umgerechnet.
ErtragPENNXKategorie
YTD6,43%20,19%
1 Monat4,27%0,02%
3 Monate6,43%4,36%
1 Jahr24,64%60,18%
3 Jahre6,34%11,32%
5 Jahre11,62%13,88%
10 Jahre8,65%11,19%
Letzte Hausse45,01%27,98%
Letzte Baisse-13,34%-24,08%

Jährliche Gesamtrendite (%) im Verlauf

Jahr
PENNXKategorie
2024
N/AN/A
2023
26,66%N/A
2022
-17,06%N/A
2021
22,05%N/A
2020
14,08%10,99%
2019
26,56%23,75%
2018
-9,66%-12,72%
2017
16,24%12,28%
2016
26,47%20,78%
2015
-11,43%-5,38%
2014
-0,70%3,79%
2013
35,25%37,39%
2012
14,58%15,46%
2011
-4,17%-4,07%
2010
23,86%25,61%
2009
36,28%31,80%
2008
-34,78%-36,56%
2007
2,75%-1,10%
2006
14,78%15,03%
2005
12,50%6,75%
2004
20,23%18,94%
2003
40,29%43,41%
2002
-9,22%-16,22%
2001
18,38%8,92%
2000
18,35%11,89%
1999
5,96%19,95%
1998
4,17%-3,03%
1997
24,95%26,36%
1996
12,84%21,50%
1995
18,72%27,21%
1994
-0,72%-1,76%
1993
11,25%17,65%
1992
16,19%13,94%
1991
31,83%40,70%
1990
-11,53%-11,95%
1989
16,69%18,31%
1988
24,58%23,02%
1987
1,38%-1,94%
1986
11,18%7,16%
1985
26,77%28,67%
1984
3,14%-3,24%
1983
40,50%27,16%
1982
33,46%30,33%
1981
0,66%2,24%
1980
25,71%33,53%
1979
35,45%37,52%
1978
16,41%17,66%
1977
23,81%14,66%
1976
48,96%28,51%
1975
121,10%27,65%
1974
-46,04%-20,96%
1973
-48,47%-22,97%

Vorige vierteljährliche Erträge (%)

JahrQ1Q2Q3Q4
20246,43%N/AN/AN/A
20238,15%6,68%-2,73%12,86%
2022-9,12%-13,34%-4,47%10,24%
202113,48%2,75%-2,18%7,00%
2020-30,30%24,01%3,80%27,14%
201913,68%3,63%-1,20%8,74%
20180,67%5,00%4,68%-18,35%
20171,54%3,22%6,58%4,06%
20166,22%1,31%6,47%10,38%
20151,15%-1,06%-12,99%1,72%
20140,34%1,69%-7,58%5,30%
201310,17%1,26%10,68%9,54%
201212,08%-7,21%5,27%4,66%
20119,10%-1,81%-21,07%13,34%
20106,56%-8,54%10,53%14,98%
2009-11,96%22,91%20,91%4,16%
2008-6,28%1,48%-7,19%-26,11%
20073,46%6,35%-2,91%-3,81%
200611,97%-5,22%-0,44%8,63%
2005-0,69%3,28%5,77%3,70%
20046,98%1,16%0,94%10,06%
2003-5,46%19,90%8,70%13,86%
20028,80%-4,85%-17,39%6,15%
2001-0,15%17,90%-14,94%18,21%
20002,75%3,74%7,47%3,31%
1999-11,97%19,47%-4,79%5,82%
19989,59%-0,70%-14,92%12,51%
19970,42%12,61%12,69%-1,94%
19962,08%3,56%0,00%6,75%
19954,05%6,49%7,06%0,08%
1994-1,08%-2,19%3,73%-1,08%
19935,12%-1,07%3,97%2,89%
19927,54%-2,55%2,36%8,31%
199120,24%1,01%3,99%4,38%
1990-0,88%3,24%-16,55%3,59%
19897,02%5,83%4,27%-1,19%
198814,44%6,55%1,35%0,80%
198714,54%1,29%4,71%-16,55%
198610,66%5,61%-7,05%2,34%
198510,73%3,24%-0,30%11,23%
1984-3,46%-0,88%6,37%1,33%
198319,05%16,22%-1,24%2,83%
1982-8,58%1,66%11,72%28,54%
19816,21%9,89%-23,77%13,14%
1980-19,03%19,49%23,30%5,38%
197916,69%4,78%11,11%-0,29%
19787,72%15,92%12,82%-17,37%
19770,90%7,48%3,35%10,47%
197634,44%0,00%0,62%10,12%
197560,55%46,29%-11,72%6,64%
19740,00%-18,81%-30,49%-4,39%
1973-26,53%-27,08%36,19%-29,37%

Rang in Kategorie (nach Gesamtertrag)

YTD38
1 Monat29
3 Monate38
1 Jahr14
3 Jahre17
5 Jahre15

Berichtigte Erträge

1 Jahr24,64%
3 Jahre6,34%
5 Jahre11,62%
10 Jahre8,65%