KBC Select Immo Belgium Plus/  BE0153263034  /

Fonds
NAV8/3/2020 Chg.-6.4199 Type of yield Investment Focus Investment company
2,905.0701EUR -0.22% reinvestment Real Estate Europe KBC AM NV 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
1995 - - - 0.51 0.90 1.23 -0.02 -0.43 -0.13 -1.29 0.31 0.67 -
1996 3.68 0.34 -0.12 -0.77 0.19 0.57 -0.89 0.19 -0.30 0.22 0.98 2.04 -
1997 1.50 3.14 -0.94 1.09 0.07 1.96 3.33 0.74 1.92 -0.59 1.66 3.41 +18.61%
1998 3.57 1.93 0.61 0.67 0.00 -0.86 0.48 0.31 0.52 1.42 1.16 3.03 +13.54%
1999 2.47 -0.28 -1.09 0.87 0.38 -0.18 -2.08 -0.26 -1.52 -1.32 1.64 -0.86 -2.30%
2000 -3.50 -6.36 -0.62 3.23 2.78 2.35 2.02 -0.24 -2.80 -1.64 -1.59 1.16 -5.54%
2001 3.79 1.29 -0.94 1.09 0.21 -1.26 1.70 -0.32 -1.43 0.67 -0.05 2.48 +7.33%
2002 2.11 1.46 1.27 -0.18 3.39 -1.66 0.08 0.66 -1.58 3.64 1.33 1.43 +12.45%
2003 0.30 0.51 1.17 2.55 2.20 2.65 -0.16 0.19 -0.34 -0.30 1.81 -0.31 +10.68%
2004 1.54 0.79 1.08 0.60 -1.13 2.44 2.19 0.48 -1.95 2.32 2.44 1.65 +13.06%
2005 0.52 1.27 0.53 1.09 3.68 3.75 1.76 1.63 1.35 -1.16 -1.37 1.01 +14.88%
2006 3.26 3.06 1.20 -1.86 -4.19 -0.66 5.97 0.34 3.35 -0.26 -0.88 3.43 +13.05%
2007 1.36 -0.02 2.79 1.59 1.84 -2.96 -2.60 -0.47 -0.44 0.90 -4.69 -1.54 -4.44%
2008 -0.16 1.46 -0.80 2.91 -0.38 -5.07 1.09 0.65 -2.03 -16.22 -3.77 0.12 -21.30%
2009 1.83 -3.63 -2.33 6.18 2.92 -0.85 7.02 6.82 2.62 0.90 -0.25 1.01 +23.88%
2010 0.81 -0.23 4.38 -2.08 -1.88 1.52 3.53 1.19 5.07 1.44 -4.24 4.58 +14.50%
2011 -0.32 1.59 1.75 2.44 1.84 -1.09 -1.56 -3.53 -4.60 3.63 -4.15 -0.71 -5.01%
2012 2.11 1.14 3.22 -1.42 -1.19 2.09 2.46 -0.96 -1.60 2.34 1.25 1.86 +11.72%
2013 -0.88 1.09 0.67 3.59 1.71 -3.33 1.27 -1.08 1.73 2.39 0.65 0.57 +8.53%
2014 0.22 4.79 0.48 2.05 2.67 1.70 0.30 1.37 -1.67 1.99 1.62 1.42 +18.17%
2015 9.47 3.45 0.35 -1.85 -2.60 -3.52 4.29 -1.95 0.60 5.59 -0.39 -0.36 +12.97%
2016 -2.20 0.21 5.07 0.09 3.54 -0.04 4.98 -0.22 -0.95 -3.00 -2.81 3.38 +7.86%
2017 -2.30 1.07 0.02 1.11 1.50 0.19 0.04 0.78 0.16 -1.03 0.44 -0.08 +1.86%
2018 1.45 -2.00 1.12 2.11 1.20 0.41 1.84 1.05 -1.06 -3.07 0.19 -0.71 +2.42%
2019 6.34 0.56 6.50 -0.02 1.24 1.21 2.79 3.49 2.64 2.30 1.49 -0.68 +31.37%
2020 5.43 -6.55 -14.13 1.24 3.15 1.85 1.42 -0.22 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 31.32% 33.80% 24.69% 15.41% 13.56%
Sharpe ratio -0.45 -0.71 0.03 0.48 0.52
Best month +5.43% +3.15% +5.43% +6.50% +6.50%
Worst month -14.13% -14.13% -14.13% -14.13% -14.13%
Maximum loss -37.28% -37.28% -37.28% -37.28% -37.28%
Outperformance +12.86% - +19.24% +33.87% +45.81%
 
All quotes in EUR

Performance

YTD
  -8.94%
6 Months
  -13.08%
1 Year  
+0.35%
3 Years  
+22.02%
5 Years  
+37.75%
Since start  
+485.95%
Year
2019  
+31.37%
2018  
+2.42%
2017  
+1.86%
2016  
+7.86%
2015  
+12.97%
2014  
+18.17%
2013  
+8.53%
2012  
+11.72%
2011
  -5.01%