FutureVest Eq.Sust.Develop.Goals R/ DE000A2P37T6 /
| NAV3/20/2023 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 46.1700EUR | 0.00% | paying dividend | Equity Worldwide | Monega KAG ▶ |
- Dividends adjusted Dividends adjusted
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | -4.05 | 4.37 | -1.54 | 4.31 | - |
| 2022 | -7.38 | -0.68 | 4.89 | 0.36 | -1.85 | -3.74 | 8.74 | -4.83 | -8.12 | 6.47 | 3.32 | -4.52 | -8.63% |
| 2023 | 3.07 | -2.08 | -3.81 | - | - | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.29% | 13.70% | 13.43% | -% | -% |
| Sharpe ratio | -1.19 | -0.55 | -0.75 | - | - |
| Best month | +3.07% | +6.47% | +8.74% | - | - |
| Worst month | -4.52% | -8.12% | -8.12% | - | - |
| Maximum loss | -7.94% | -7.94% | -14.05% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | -2.92% | ||
|---|---|---|---|
| 6 Months | -2.37% | ||
| 1 Year | -7.36% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -7.66% | ||
| Year | |||
| 2022 | -8.63% | ||