Patriarch Select Wachstum/  LU0250687000  /

Fonds
NAV1/16/2017 Chg.+0.0400 Type of yield Investment Focus Investment company
14.8600EUR +0.27% reinvestment Mixed Fund Worldwide Hauck & Aufhäuser 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2006 - - - - - - - - 0.40 1.99 1.17 3.38 -
2007 1.21 1.57 -1.27 1.56 1.63 0.00 -1.25 -1.26 1.46 1.98 -3.27 0.09 +2.33%
2008 -5.47 1.74 -3.51 1.97 1.25 -3.52 -2.47 0.40 -4.13 -6.52 -0.67 -1.25 -20.44%
2009 0.69 -3.87 -0.12 2.25 3.71 -0.89 4.06 1.30 2.03 -0.21 0.84 4.17 +14.56%
2010 0.60 1.99 4.98 1.67 -1.92 1.77 0.00 0.55 1.91 0.80 1.24 2.71 +17.42%
2011 -2.13 -0.70 -0.79 1.06 0.35 -2.35 1.16 -7.59 -3.06 4.43 -2.74 3.30 -9.21%
2012 2.82 1.92 1.79 -0.35 -0.88 0.45 4.17 -0.26 -0.34 -0.51 0.78 0.68 +10.61%
2013 1.78 -0.08 3.34 0.40 0.97 -4.22 1.91 -1.80 2.00 1.06 1.37 0.08 +6.79%
2014 -2.15 2.44 -1.03 -0.16 3.21 1.01 0.31 0.38 0.84 -0.53 3.89 0.44 +8.82%
2015 4.75 4.11 2.34 0.52 0.65 -2.91 1.33 -5.65 -4.74 7.46 1.91 -3.21 +5.84%
2016 -6.69 0.74 1.47 0.29 1.88 -2.97 4.09 0.28 -0.42 -0.35 1.06 3.14 +2.07%
2017 0.47 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.14% 5.62% 7.20% 8.53% 7.54%
Sharpe ratio 2.19 1.95 1.33 0.67 0.87
Best month +3.14% +4.09% +4.09% +7.46% +7.46%
Worst month +0.47% -0.42% -6.69% -6.69% -6.69%
Maximum loss -0.74% -3.55% -6.83% -18.40% -18.40%
Outperformance +0.03% - -4.09% -0.84% -5.68%
 
All quotes in EUR

Performance

YTD  
+0.47%
6 Months  
+5.17%
1 Year  
+9.18%
3 Years  
+17.10%
5 Years  
+35.46%
Since start  
+48.60%
Year
2016  
+2.07%
2015  
+5.84%
2014  
+8.82%
2013  
+6.79%
2012  
+10.61%
2011
  -9.21%
2010  
+17.42%
2009  
+14.56%
2008
  -20.44%