CSIF(IE)MSCI USA Tech 125 ESG Un.Bl.UE B/ IE000YKE1AQ5 /
| NAV5/15/2024 | Chg.+0.2429 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 13.5625USD | +1.82% | reinvestment | Equity ETF Stocks | Carne Gl. Fd. M.(IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | -14.15 | -2.10 | -8.68 | 12.87 | -6.31 | -10.74 | 5.51 | 4.99 | -8.34 | - |
| 2023 | 9.55 | -0.20 | 9.40 | 0.99 | 7.04 | 7.09 | 3.27 | -0.76 | -6.06 | -1.95 | 11.46 | 4.14 | +51.72% |
| 2024 | 4.20 | 7.28 | 2.66 | -4.93 | 7.13 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 18.48% | 16.70% | 17.00% | -% | -% |
| Sharpe ratio | 2.66 | 2.94 | 2.46 | - | - |
| Best month | +7.28% | +11.46% | +11.46% | +12.87% | - |
| Worst month | -4.93% | -4.93% | -6.06% | -14.15% | - |
| Maximum loss | -8.65% | -8.65% | -11.56% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +16.87% | ||
|---|---|---|---|
| 6 Months | +23.44% | ||
| 1 Year | +45.67% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +35.74% | ||
| Year | |||
| 2023 | +51.72% | ||
