Jyske Invest Growth Strategy/  DK0016262215  /

Fonds
NAV12/7/2016 Chg.+1.2400 Type of yield Investment Focus Investment company
122.0700EUR +1.03% reinvestment Mixed Fund Worldwide Jyske Invest 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2001 - - - - - -3.72 -5.94 -10.54 -10.56 6.50 9.25 1.79 -
2002 -1.31 -1.60 1.98 -6.23 -3.51 -9.32 -5.04 -0.44 -10.77 7.53 3.86 -8.91 -30.26%
2003 -3.94 -0.90 -1.38 4.78 0.04 4.42 2.72 4.79 -4.58 4.23 -1.76 1.32 +9.50%
2004 3.86 1.99 0.36 -0.80 -1.49 1.59 -1.00 0.20 -0.18 -0.45 0.43 1.13 +5.65%
2005 2.75 2.94 -1.94 -0.92 6.27 3.76 4.87 0.24 8.59 -4.63 5.07 4.10 +34.91%
2006 8.73 -0.15 2.64 3.96 -6.88 2.89 1.88 0.06 1.31 2.46 0.61 4.77 +23.81%
2007 0.31 -1.12 1.66 4.09 2.40 0.89 -0.26 -2.61 7.74 2.38 -4.25 1.84 +13.30%
2008 -10.98 1.73 -5.00 4.43 2.75 -5.11 -4.89 -5.42 -14.94 -19.86 -3.19 1.59 -47.17%
2009 -3.04 -7.50 1.21 8.21 3.77 3.07 5.71 1.64 3.65 -0.31 0.98 3.74 +22.18%
2010 -2.46 1.65 5.49 0.87 -5.91 -1.69 3.13 -2.56 8.22 4.00 1.52 4.27 +16.86%
2011 -0.05 1.53 1.03 1.22 -0.14 -1.69 0.87 -7.20 -4.99 8.41 -4.98 2.73 -4.11%
2012 3.87 4.84 1.18 -1.46 -5.79 2.04 3.55 0.62 3.07 -0.61 -0.44 -0.41 +10.48%
2013 3.09 1.23 1.22 2.68 3.00 -3.01 1.90 -2.50 3.19 4.36 3.21 1.62 +21.59%
2014 -2.43 2.60 -0.37 -1.40 3.81 1.69 0.44 2.87 -0.47 0.80 0.75 -0.77 +7.57%
2015 0.29 5.15 0.56 1.66 2.42 -2.41 2.53 -6.20 -2.95 7.07 0.66 -1.54 +6.74%
2016 -8.28 -1.10 3.76 -0.78 1.95 -1.11 3.32 0.24 -0.04 -0.48 -0.30 0.27 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 14.15% 12.12% 14.04% 12.88% 11.86%
Sharpe ratio -0.21 0.24 -0.28 0.37 0.71
Best month +3.76% +3.32% +3.76% +7.07% +7.07%
Worst month -8.28% -1.11% -8.28% -8.28% -8.28%
Maximum loss -12.48% -4.61% -15.98% -19.10% -19.10%
Outperformance -3.86% - -4.14% -3.74% +8.56%
 
All quotes in EUR

Performance

YTD
  -3.02%
6 Months  
+1.28%
1 Year
  -4.22%
3 Years  
+13.92%
5 Years  
+47.82%
Since start  
+38.07%
Year
2015  
+6.74%
2014  
+7.57%
2013  
+21.59%
2012  
+10.48%
2011
  -4.11%
2010  
+16.86%
2009  
+22.18%
2008
  -47.17%
2007  
+13.30%