ComStage iBo.E.S.G.Ca.10+ TR UCITS ETF/  LU0444607005  /

Fonds
NAV3/23/2017 Chg.-0.7732 Type of yield Investment Focus Investment company
190.7264EUR -0.40% reinvestment Bonds ETF Bonds ComStage ETF 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2009 - - - - - - - - - - 1.78 -2.48 -
2010 3.17 1.60 0.79 2.32 5.14 1.22 -0.94 10.65 -2.93 -2.39 -1.38 -3.95 +13.19%
2011 -1.83 0.10 -2.20 1.80 2.49 -1.60 6.28 3.57 6.37 -2.33 -2.36 8.46 +19.49%
2012 -0.71 0.49 0.02 1.70 9.22 -6.79 4.43 -0.27 -1.50 -0.49 0.63 1.89 +8.14%
2013 -3.12 1.34 1.90 1.78 -3.66 -1.73 0.21 -2.26 0.99 0.52 -0.24 -1.96 -6.25%
2014 4.41 0.39 0.81 1.57 1.82 1.21 1.79 5.16 -1.12 1.93 2.60 3.28 +26.46%
2015 6.76 -0.67 4.96 -3.54 -3.59 -6.27 4.19 -2.43 2.94 1.08 -0.47 -2.20 -0.10%
2016 6.03 3.76 -0.21 -2.35 2.46 7.29 0.43 -1.54 0.35 -4.84 -2.27 0.57 +9.37%
2017 -3.06 2.90 -2.55 - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.29% 9.99% 9.99% 10.25% 9.81%
Sharpe ratio -1.27 -1.62 -0.19 0.86 0.71
Best month +2.90% +2.90% +7.29% +7.29% +9.22%
Worst month -3.06% -4.84% -4.84% -6.27% -6.79%
Maximum loss -4.39% -10.95% -11.49% -16.73% -16.73%
Outperformance -3.93% - -1.23% +28.25% +39.33%
 
All quotes in EUR

Performance

YTD
  -2.79%
6 Months
  -8.54%
1 Year
  -2.19%
3 Years  
+27.55%
5 Years  
+37.83%
Since start  
+79.91%
Year
2016  
+9.37%
2015
  -0.10%
2014  
+26.46%
2013
  -6.25%
2012  
+8.14%
2011  
+19.49%
2010  
+13.19%