FutureVest Eq.Sust.Develop.Goals R/ DE000A2P37T6 /
NAV2024-03-27 | Chg.+0.6000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
48.7900EUR | +1.25% | paying dividend | Equity Worldwide | Monega KAG ▶ |
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 | -1.73 | -2.40 | -1.11 | 2.44 | 1.27 | -3.37 | -4.25 | -5.17 | 5.84 | 8.98 | +0.50% |
2024 | -1.40 | -0.38 | 3.92 | - | - | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 11.74% | 12.94% | 12.13% | -% | -% |
Sharpe ratio | 0.45 | 1.59 | 0.14 | - | - |
Best month | +8.98% | +8.98% | +8.98% | +8.98% | - |
Worst month | -1.40% | -5.17% | -5.17% | -8.12% | - |
Maximum loss | -3.81% | -6.32% | -13.78% | - | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | +2.07% | ||
---|---|---|---|
6 Months | +11.49% | ||
1 Year | +5.56% | ||
3 Years | - | ||
5 Years | - | ||
Since start | -2.42% | ||
Year | |||
2023 | +0.50% | ||
2022 | -8.63% |