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

Fonds
NAV8/22/2017 Chg.+1.3382 Type of yield Investment Focus Investment company
274.0773EUR +0.49% reinvestment Equity 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 -0.81 6.11 0.25 -0.17 1.23 -3.62 -2.71 0.60 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.12% 7.63% 9.22% 13.11% 11.62%
Sharpe ratio 0.16 -1.20 0.09 0.90 0.96
Best month +6.11% +6.11% +6.11% +8.64% +8.64%
Worst month -3.62% -3.62% -3.62% -7.54% -7.54%
Maximum loss -7.50% -7.50% -7.50% -14.61% -14.61%
Outperformance -5.61% - -4.97% +11.36% -1.59%
 
All quotes in EUR

Performance

YTD  
+0.60%
6 Months
  -4.82%
1 Year  
+0.51%
3 Years  
+38.36%
5 Years  
+67.57%
Since start  
+128.41%
Year
2016  
+4.25%
2015  
+17.95%
2014  
+21.61%
2013  
+15.69%
2012  
+11.25%
2011  
+11.69%