L&G US Equity UCITS ETF USD/  IE00BFXR5Q31  /

Fonds
NAV11/30/2022 Chg.+0.4848 Type of yield Investment Focus Investment company
15.5874USD +3.21% reinvestment Equity ETF Stocks LGIM Managers (EU) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - - - - - - - -8.96 -
2019 8.19 3.27 1.88 4.08 -6.26 6.97 1.58 -1.74 1.77 2.11 3.68 2.94 +31.53%
2020 0.25 -8.14 -12.51 13.05 5.17 2.46 5.91 7.77 -3.90 -2.66 11.48 3.96 +21.45%
2021 -0.94 2.48 3.82 5.45 0.47 2.93 2.33 3.02 -4.77 7.02 -1.03 3.92 +27.00%
2022 -5.71 -3.12 3.53 -9.13 -0.35 -8.17 9.20 -3.97 -9.27 7.90 5.29 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 24.88% 25.05% 24.37% 25.07% -%
Sharpe ratio -0.73 -0.19 -0.56 0.35 -
Best month +9.20% +9.20% +9.20% +13.05% -
Worst month -9.27% -9.27% -9.27% -12.51% -
Maximum loss -25.60% -16.95% -25.78% -34.00% -
Outperformance +5.19% - +4.06% - -
 
All quotes in USD

Performance

YTD
  -15.00%
6 Months
  -1.42%
1 Year
  -11.67%
3 Years  
+36.13%
5 Years     -
Since start  
+54.64%
Year
2021  
+27.00%
2020  
+21.45%
2019  
+31.53%