Dividende und Sentiment Aktien Europa/ DE000A2PF0G6 /
| NAV2024-04-22 | Chg.+0.6800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 109.6100EUR | +0.62% | paying dividend | Equity Europe | Monega KAG ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | -2.24 | 1.37 | -2.20 | -4.55 | 9.53 | -0.64 | - |
| 2021 | -1.18 | 3.28 | 5.76 | -0.42 | 0.67 | 0.73 | -0.38 | 2.15 | -0.48 | 2.10 | -1.65 | 4.02 | +15.31% |
| 2022 | 3.12 | -3.42 | -0.70 | -0.02 | 2.17 | -6.20 | 0.66 | -1.92 | -3.13 | 5.47 | 5.09 | -2.51 | -2.07% |
| 2023 | 5.90 | 0.30 | 0.68 | 2.12 | -1.97 | 1.74 | 1.40 | -2.18 | 0.80 | -1.87 | 3.75 | 1.40 | +12.43% |
| 2024 | 0.98 | 0.35 | 1.98 | -1.53 | - | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 5.41% | 5.46% | 6.51% | 9.11% | -% |
| Sharpe ratio | 0.37 | 1.84 | 0.12 | 0.24 | - |
| Best month | +1.98% | +3.75% | +3.75% | +5.90% | - |
| Worst month | -1.53% | -1.87% | -2.18% | -6.20% | - |
| Maximum loss | -2.71% | -2.71% | -4.24% | -13.39% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +1.76% | ||
|---|---|---|---|
| 6 Months | +6.67% | ||
| 1 Year | +4.63% | ||
| 3 Years | +19.40% | ||
| 5 Years | - | ||
| Since start | +30.06% | ||
| Year | |||
| 2023 | +12.43% | ||
| 2022 | -2.07% | ||
| 2021 | +15.31% | ||
Dividends
| 2023-12-13 | 4.00 EUR |
| 2022-12-14 | 4.00 EUR |
| 2021-12-14 | 4.15 EUR |
| 2020-12-14 | 2.17 EUR |
