Canada Life Akt.Chance Verantwortung II/  IE00B3YZ4982  /

Fonds
NAV8/17/2017 Chg.-0.0280 Type of yield Investment Focus Investment company
2.3230EUR -1.19% reinvestment Equity Worldwide Canada Life 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2009 - - - - - - - - - -2.00 0.00 8.16 -
2010 -0.94 2.86 6.48 2.61 -4.24 -0.89 0.00 -1.79 1.82 0.00 4.46 4.27 +15.09%
2011 -0.82 1.65 -1.63 -0.83 0.83 -4.13 0.00 -8.62 0.94 7.48 -2.61 6.25 -2.46%
2012 3.36 2.44 1.59 0.00 -1.56 0.79 4.72 0.00 0.75 -2.24 1.53 0.00 +11.76%
2013 3.76 4.35 5.56 0.00 3.95 -3.16 2.61 -1.91 1.30 2.56 1.88 0.00 +22.56%
2014 -1.84 3.44 0.48 -0.06 3.49 2.03 -0.06 2.34 -0.39 0.45 4.84 2.71 +18.65%
2015 5.07 5.91 1.77 -0.64 2.16 -4.27 1.88 -6.41 -5.57 11.27 3.85 -5.10 +8.64%
2016 -8.42 3.38 3.47 2.09 2.90 -2.87 4.29 1.00 -0.81 -0.18 4.61 2.58 +11.85%
2017 -0.38 3.97 0.94 1.14 -3.14 -0.46 -1.71 -1.36 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.09% 8.86% 9.86% 14.35% 12.79%
Sharpe ratio -0.17 -0.93 0.62 0.74 0.91
Best month +3.97% +3.97% +4.61% +11.27% +11.27%
Worst month -3.14% -3.14% -3.14% -8.42% -8.42%
Maximum loss -7.36% -7.36% -7.36% -20.68% -20.68%
Outperformance -8.87% - -5.34% +8.80% +6.49%
 
All quotes in EUR

Performance

YTD
  -1.15%
6 Months
  -4.36%
1 Year  
+5.74%
3 Years  
+33.89%
5 Years  
+70.81%
Since start  
+132.30%
Year
2016  
+11.85%
2015  
+8.64%
2014  
+18.65%
2013  
+22.56%
2012  
+11.76%
2011
  -2.46%
2010  
+15.09%