boerse.de-Weltfonds TM/ LU1839896005 /
| NAV2/28/2020 | Chg.-3.0400 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 103.2700EUR | -2.86% | reinvestment | Mixed Fund Worldwide | IPConcept (LU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | 1.43 | -3.90 | - |
| 2019 | 2.44 | 1.66 | 0.26 | 3.45 | -4.24 | 1.76 | 1.48 | -2.10 | 3.50 | 1.02 | 2.90 | 1.87 | +14.62% |
| 2020 | -0.82 | -4.37 | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.28% | 11.06% | 10.73% | -% | -% |
| Sharpe ratio | -2.13 | 0.99 | 0.45 | - | - |
| Best month | +1.87% | +3.50% | +3.50% | - | - |
| Worst month | -4.37% | -4.37% | -4.37% | - | - |
| Maximum loss | -7.42% | -7.42% | -7.42% | - | - |
| Outperformance | -4.40% | - | -1.29% | - | - |
All quotes in EUR
Performance
| YTD | -5.15% | ||
|---|---|---|---|
| 6 Months | +5.13% | ||
| 1 Year | +4.39% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +3.27% | ||
| Year | |||
| 2019 | +14.62% | ||
