Lyxor UCITS ETF MSCI W.Cons.Staples TR/  LU0533032263  /

Fonds
NAV1/19/2017 Chg.+0.7917 Type of yield Investment Focus Investment company
272.9577EUR +0.29% reinvestment ETF Worldwide Lyxor AM Lux 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2010 - - - - - - - - -0.41 0.79 3.77 1.95 -
2011 -4.10 1.98 -2.03 1.96 5.04 -3.16 0.51 -1.72 2.29 1.52 4.03 5.33 +11.69%
2012 -1.82 2.36 3.40 1.04 2.35 1.84 6.24 -1.46 -0.90 -1.43 2.11 -2.66 +11.25%
2013 2.48 6.31 6.13 0.39 -1.78 -1.79 1.77 -2.86 0.47 4.15 0.38 -0.49 +15.69%
2014 -3.40 2.50 1.41 2.43 3.65 -0.36 -0.99 4.50 2.25 2.63 4.70 0.74 +21.61%
2015 8.64 4.32 1.60 -3.03 2.31 -3.90 6.02 -7.54 0.56 7.46 3.38 -1.89 +17.95%
2016 0.30 -1.28 0.56 -0.85 3.47 3.47 -0.45 -0.49 -0.89 -1.02 -1.97 3.54 +4.25%
2017 0.18 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.62% 10.13% 11.33% 13.10% 11.64%
Sharpe ratio 0.45 -0.43 0.88 1.14 1.24
Best month +3.54% +3.54% +3.54% +8.64% +8.64%
Worst month +0.18% -1.97% -1.97% -7.54% -7.54%
Maximum loss -1.93% -7.87% -7.87% -14.61% -14.61%
Outperformance -0.48% - +5.09% +24.75% +12.33%
 
All quotes in EUR

Performance

YTD  
+0.18%
6 Months
  -2.39%
1 Year  
+9.64%
3 Years  
+50.35%
5 Years  
+93.69%
Since start  
+127.48%
Year
2016  
+4.25%
2015  
+17.95%
2014  
+21.61%
2013  
+15.69%
2012  
+11.25%
2011  
+11.69%