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Futurum Global Invest EUR/  LI0213004448  /

Fonds
NAV2024-05-23 Chg.-0.2200 Type of yield Investment Focus Investment company
142.7900EUR -0.15% reinvestment Mixed Fund Worldwide IFM Indep. Fund M. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - 0.61 0.36 1.93 -
2017 1.70 2.01 -0.30 0.78 0.48 -0.54 -0.01 0.00 0.56 0.96 -1.89 1.52 +5.34%
2018 0.96 -3.22 1.88 -0.01 1.23 -0.68 3.24 0.22 -1.51 -4.32 -1.59 -3.71 -7.53%
2019 5.47 -0.82 2.55 2.81 0.35 0.39 2.83 -1.68 2.21 0.82 0.70 -0.26 +16.24%
2020 2.85 -2.27 -13.39 4.52 2.05 0.02 -1.06 2.50 -3.44 -0.40 9.97 2.47 +2.08%
2021 6.20 -1.51 2.67 0.92 0.34 0.94 2.37 1.16 -1.63 2.65 0.62 1.43 +17.13%
2022 -2.95 -1.01 -0.57 -2.03 -1.59 -3.79 5.73 -2.51 -4.21 1.77 1.79 -3.82 -12.84%
2023 2.53 -0.16 0.58 0.15 -0.23 2.26 0.84 -1.68 -1.89 -1.71 5.08 2.79 +8.63%
2024 0.79 2.16 1.48 -2.23 1.67 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.58% 5.21% 6.92% 7.54% 10.12%
Sharpe ratio 1.18 2.23 0.84 -0.24 0.05
Best month +2.79% +5.08% +5.08% +5.73% +9.97%
Worst month -2.23% -2.23% -2.23% -4.21% -13.39%
Maximum loss -2.44% -2.44% -5.68% -13.02% -19.49%
Outperformance +1.21% - +0.85% +3.61% -
 
All quotes in EUR

Performance

YTD  
+3.86%
6 Months  
+7.37%
1 Year  
+9.58%
3 Years  
+6.14%
5 Years  
+23.49%
10 Years     -
Since start  
+37.43%
Year
2023  
+8.63%
2022
  -12.84%
2021  
+17.13%
2020  
+2.08%
2019  
+16.24%
2018
  -7.53%
2017  
+5.34%