Ampega Real Estate Plus/ DE0009847483 /
| NAV2024-05-17 | Chg.+0.0700 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 94.1100EUR | +0.07% | paying dividend | Real Estate Worldwide | Ampega Investment ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2007 | - | - | - | - | - | - | - | - | - | - | 0.13 | 0.18 | - |
| 2008 | 0.28 | 0.42 | 0.27 | 0.44 | 0.20 | 0.07 | 0.22 | 0.39 | 0.19 | -0.18 | -0.17 | 0.29 | +2.43% |
| 2009 | 0.20 | 0.30 | 0.57 | 0.44 | 0.15 | 0.08 | 0.66 | 0.97 | 0.82 | 0.24 | -0.38 | 0.49 | +4.64% |
| 2010 | 0.05 | -1.24 | -0.01 | 0.42 | -0.44 | -0.08 | -0.10 | 0.20 | 0.08 | -0.12 | -0.37 | 0.58 | -1.05% |
| 2011 | -0.39 | -0.12 | -0.39 | 0.57 | 0.03 | -0.21 | 0.11 | -1.69 | -0.89 | 0.63 | -0.37 | 0.34 | -2.37% |
| 2012 | 0.99 | 0.24 | 0.10 | -0.21 | -0.34 | -0.12 | -0.01 | 0.03 | -0.67 | -0.71 | -0.06 | 0.29 | -0.47% |
| 2013 | -0.34 | 0.83 | -0.75 | 0.23 | -0.17 | -2.56 | 0.25 | -1.18 | 3.40 | 1.36 | -0.16 | -0.68 | +0.11% |
| 2014 | 0.52 | 0.29 | -0.79 | 0.22 | 0.84 | 0.62 | -0.72 | 0.60 | -0.10 | -0.04 | 1.25 | -0.13 | +2.57% |
| 2015 | 3.20 | 1.03 | 0.24 | -0.46 | -0.44 | -1.61 | 0.72 | -1.26 | -0.74 | 1.57 | 0.13 | -1.23 | +1.06% |
| 2016 | -1.16 | 0.33 | 0.85 | -0.11 | 0.62 | -0.72 | 1.53 | 0.12 | -0.42 | -2.02 | -0.52 | 0.85 | -0.69% |
| 2017 | -0.76 | 1.78 | -0.51 | 1.31 | 0.28 | -0.77 | -0.40 | -0.26 | 0.25 | 0.18 | 0.16 | 0.96 | +2.20% |
| 2018 | -0.84 | -2.03 | 0.42 | 1.85 | 0.29 | 0.08 | 0.29 | 0.18 | -1.26 | -1.44 | -0.09 | -3.03 | -5.53% |
| 2019 | 4.22 | 0.61 | 1.23 | 0.02 | -0.66 | -0.44 | 0.88 | 0.04 | 1.41 | 0.29 | 0.19 | 0.70 | +8.74% |
| 2020 | 0.36 | -1.21 | -10.55 | 3.80 | 0.97 | -0.29 | 1.16 | 1.01 | -1.23 | -0.72 | 3.69 | 0.59 | -3.13% |
| 2021 | -0.43 | -0.06 | 1.03 | 1.17 | 0.62 | 0.27 | 1.25 | 0.42 | -1.95 | 0.84 | -0.62 | 0.59 | +3.12% |
| 2022 | -1.69 | -1.44 | 0.21 | -2.24 | -1.80 | -5.63 | 3.28 | -2.05 | -7.03 | 0.76 | 2.16 | -1.11 | -15.78% |
| 2023 | 3.33 | -1.22 | -2.81 | 1.04 | -1.81 | 0.19 | 3.16 | -0.95 | -1.46 | -0.97 | 4.92 | 4.05 | +7.34% |
| 2024 | -1.51 | -2.05 | 2.21 | -0.25 | 2.33 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.71% | 5.11% | 5.92% | 5.85% | 5.90% |
| Sharpe ratio | -0.44 | 1.72 | 0.71 | -1.08 | -0.90 |
| Best month | +4.05% | +4.92% | +4.92% | +4.92% | +4.92% |
| Worst month | -2.05% | -2.05% | -2.05% | -7.03% | -10.55% |
| Maximum loss | -3.39% | -3.53% | -4.27% | -20.34% | -20.42% |
| Outperformance | +18.27% | - | +15.64% | +11.00% | +7.64% |
All quotes in EUR
Performance
| YTD | +0.64% | ||
|---|---|---|---|
| 6 Months | +6.06% | ||
| 1 Year | +8.05% | ||
| 3 Years | -7.34% | ||
| 5 Years | -7.11% | ||
| 10 Years | -2.45% | ||
| Since start | +1.76% | ||
| Year | |||
| 2023 | +7.34% | ||
| 2022 | -15.78% | ||
| 2021 | +3.12% | ||
| 2020 | -3.13% | ||
| 2019 | +8.74% | ||
| 2018 | -5.53% | ||
| 2017 | +2.20% | ||
| 2016 | -0.69% | ||
| 2015 | +1.06% | ||
Dividends
| 2023-11-29 | 0.10 EUR |
| 2022-11-29 | 0.15 EUR |
| 2020-11-25 | 0.25 EUR |
| 2019-11-27 | 0.40 EUR |
| 2018-11-27 | 0.65 EUR |
| 2018-01-02 | 0.70 EUR |
| 2017-10-02 | 0.48 EUR |
| 2016-10-04 | 0.69 EUR |
| 2015-10-01 | 0.28 EUR |
| 2014-10-01 | 0.29 EUR |
| 2013-10-01 | 2.12 EUR |
| 2012-10-01 | 0.64 EUR |
| 2011-10-04 | 0.43 EUR |
| 2010-10-01 | 0.21 EUR |
| 2009-10-01 | 0.23 EUR |
| 2008-10-01 | 0.30 EUR |
