Lyxor UCITS ETF MSCI W.Health Care TR/  LU0533033238  /

Fonds
NAV12/7/2016 Chg.-2.2610 Type of yield Investment Focus Investment company
222.0455EUR -1.01% reinvestment ETF Worldwide Lyxor AM Lux 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2010 - - - - - - - - 0.81 0.12 2.97 1.87 -
2011 -1.60 2.45 -2.00 2.44 5.72 -2.56 -0.82 -4.27 2.03 1.11 2.98 7.05 +12.58%
2012 1.40 -0.18 3.50 0.89 1.57 3.50 5.27 -1.22 1.66 -1.20 0.42 -1.01 +15.36%
2013 4.07 4.86 7.40 1.31 1.62 -1.48 3.42 -2.00 0.93 3.38 3.67 -0.23 +30.01%
2014 2.80 4.44 -1.61 -0.35 3.66 1.97 1.55 5.36 4.67 3.26 3.66 0.36 +33.85%
2015 9.65 5.13 5.73 -4.31 5.06 -2.80 5.10 -8.67 -5.85 7.17 3.87 -1.33 +18.24%
2016 -7.56 -1.70 -2.37 2.76 4.29 0.98 3.84 -3.80 -1.06 -4.59 3.40 -1.53 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.86% 12.81% 15.97% 16.38% 14.04%
Sharpe ratio -0.51 -0.41 -0.40 0.86 1.34
Best month +4.29% +3.84% +4.29% +9.65% +9.65%
Worst month -7.56% -4.59% -7.56% -8.67% -8.67%
Maximum loss -16.32% -12.51% -17.02% -22.81% -22.81%
Outperformance +3.32% - +3.87% +23.18% +46.96%
 
All quotes in EUR

Performance

YTD
  -7.82%
6 Months
  -2.84%
1 Year
  -6.74%
3 Years  
+47.06%
5 Years  
+133.45%
Since start  
+159.65%
Year
2015  
+18.24%
2014  
+33.85%
2013  
+30.01%
2012  
+15.36%
2011  
+12.58%