Janus Henderson Horizon Global Technology Leaders Fund A2 GBP/ LU0572952017 /
| NAV15/05/2024 | Diferencia+2.1200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 160.3500GBP | +1.34% | reinvestment | Equity Worldwide | Janus Henderson Inv. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2011 | - | - | - | - | - | - | - | - | - | - | -2.36 | 0.53 | - |
| 2012 | 5.44 | 6.21 | 4.04 | -3.39 | -5.82 | 0.68 | 2.53 | 1.67 | 1.08 | -4.37 | 2.78 | -1.87 | +8.47% |
| 2013 | 6.66 | 4.33 | 0.44 | -2.18 | 7.31 | -4.81 | 6.12 | -2.62 | -0.62 | 3.95 | 1.56 | 1.87 | +23.35% |
| 2014 | -2.38 | 3.83 | -1.49 | -3.50 | 5.30 | 0.11 | 2.05 | 4.03 | 0.20 | 2.60 | 5.74 | 0.25 | +17.52% |
| 2015 | 0.73 | 2.83 | 1.42 | -1.17 | 2.65 | -7.24 | 2.79 | -4.16 | -1.16 | 10.21 | 2.74 | 0.37 | +9.40% |
| 2016 | -4.84 | 1.68 | 3.73 | -5.35 | 5.10 | 5.21 | 9.78 | 3.57 | 3.49 | 5.96 | -3.74 | 0.69 | +26.92% |
| 2017 | 4.26 | 5.73 | 2.56 | 0.08 | 5.71 | -2.32 | 3.45 | 4.34 | -2.59 | 7.75 | -1.07 | 0.56 | +31.69% |
| 2018 | 2.19 | 3.24 | -7.70 | 5.19 | 7.83 | 0.09 | 0.53 | 6.36 | -0.79 | -8.15 | -1.91 | -6.97 | -1.71% |
| 2019 | 7.17 | 3.16 | 5.24 | 6.13 | -5.39 | 5.93 | 8.70 | -3.63 | -1.16 | -0.97 | 4.46 | 1.95 | +35.14% |
| 2020 | 4.55 | -7.75 | -3.84 | 12.02 | 6.23 | 5.46 | 0.21 | 8.33 | -1.02 | -1.70 | 6.86 | 3.81 | +36.35% |
| 2021 | 1.42 | 0.33 | 0.79 | 5.42 | -3.78 | 7.66 | -0.09 | 3.12 | -2.49 | 1.86 | 3.22 | 0.68 | +19.10% |
| 2022 | -9.12 | -4.39 | 4.73 | -6.40 | -5.95 | -6.49 | 11.13 | 0.28 | -8.69 | -1.06 | 0.90 | -4.78 | -27.55% |
| 2023 | 10.71 | 1.19 | 5.16 | -3.25 | 9.28 | 2.33 | 3.27 | -0.55 | -1.15 | -2.82 | 8.80 | 4.43 | +42.89% |
| 2024 | 5.70 | 7.56 | 4.12 | -1.94 | 3.57 | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 19.61% | 17.62% | 17.28% | 20.97% | 21.45% |
| Índice de Sharpe | 3.13 | 3.01 | 2.61 | 0.49 | 0.67 |
| El mes mejor | +7.56% | +8.80% | +9.28% | +11.13% | +12.02% |
| El mes peor | -1.94% | -1.94% | -2.82% | -9.12% | -9.12% |
| Pérdida máxima | -6.80% | -6.80% | -7.47% | -30.37% | -30.37% |
| Rendimiento superior | +2.62% | - | -4.96% | +3.99% | +24.26% |
Todas las cotizaciones en GBP
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Janus Henderson Horizon Global T... | paying dividend | 182.6000 | +50.29% | +51.96% | |
| Janus Henderson Horizon Global T... | reinvestment | 58.8300 | +51.20% | +35.21% | |
| J.Henderson H.Gl.Tech.Leaders F.... | reinvestment | 344.5600 | +43.85% | +19.41% | |
| J.Henderson H.Gl.Tech.Leaders F.... | reinvestment | 33.7400 | +44.99% | +22.34% | |
| J.Henderson H.Gl.Tech.Leaders F.... | paying dividend | 73.5900 | +50.15% | +51.64% | |
| J.Henderson H.Gl.Tech.Leaders F.... | reinvestment | 1,240.0100 | +46.56% | +29.64% | |
| Janus Henderson Horizon Global T... | reinvestment | 232.0500 | +51.47% | +36.01% | |
| Janus Henderson Horizon Global T... | paying dividend | 231.3500 | +51.48% | +36.02% | |
| Janus Henderson Horizon Global T... | reinvestment | 57.3000 | +51.35% | +35.75% | |
| Janus Henderson Horizon Global T... | paying dividend | 65.8800 | +51.97% | +52.15% | |
| Janus Henderson Horizon Global T... | reinvestment | 107.2200 | +48.36% | +26.19% | |
| J.Henderson H.Gl.Tech.Leaders F.... | paying dividend | 48.2700 | +51.36% | +35.74% | |
| Janus Henderson Horizon Global T... | reinvestment | 178.8800 | +49.24% | +30.15% | |
| Janus Henderson Horizon Global T... | reinvestment | 160.3500 | +48.97% | +48.06% | |
| Janus Henderson Horizon Global T... | reinvestment | 164.9800 | +49.87% | +45.88% | |
| J.Henderson H.Gl.Tech.Leaders F.... | paying dividend | 61.0900 | +52.00% | +52.15% | |
| J.Henderson H.Gl.Tech.Leaders F.... | reinvestment | 46.2500 | +51.34% | +35.95% | |
| Janus Henderson Horizon Global T... | reinvestment | 50.5000 | +51.97% | +52.38% | |
| Janus Henderson Horizon Global T... | reinvestment | 157.0500 | +46.78% | - | |
| Janus Henderson Horizon Global T... | paying dividend | 46.2500 | +51.34% | +35.95% | |
| Janus Henderson Horizon Global T... | reinvestment | 186.6300 | +50.78% | +48.54% | |
| Janus Henderson Horizon Global T... | reinvestment | 202.3300 | +50.15% | +32.52% | |
| Janus Henderson Horizon Global T... | paying dividend | 202.2100 | +50.14% | +32.51% |
Performance
| Año hasta la fecha | +20.23% | ||
|---|---|---|---|
| 6 Meses | +25.02% | ||
| Promedio móvil | +48.97% | ||
| 3 Años | +48.06% | ||
| 5 Años | +130.35% | ||
| 10 Años | +490.39% | ||
| Desde el principio | +657.80% | ||
| Año | |||
| 2023 | +42.89% | ||
| 2022 | -27.55% | ||
| 2021 | +19.10% | ||
| 2020 | +36.35% | ||
| 2019 | +35.14% | ||
| 2018 | -1.71% | ||
| 2017 | +31.69% | ||
| 2016 | +26.92% | ||
| 2015 | +9.40% | ||
