LAPLACE European Equity I/ LU0385165740 /
| NAV2024-04-19 | Chg.-0.5000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 116.0300EUR | -0.43% | reinvestment | Equity Europe | Hauck & Aufhäuser ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2008 | - | - | - | - | - | - | - | - | - | -17.45 | -5.41 | -4.39 | - |
| 2009 | 0.57 | -6.83 | -2.83 | 8.73 | 7.69 | 2.19 | 1.10 | 9.52 | 6.17 | -9.92 | 2.32 | 4.13 | +22.91% |
| 2010 | 1.07 | 1.28 | 8.49 | 0.54 | -6.50 | 0.47 | 3.49 | -1.32 | 6.28 | 2.75 | 1.88 | 7.43 | +28.03% |
| 2011 | -0.54 | 2.62 | -7.06 | 2.62 | 0.19 | -3.08 | -4.87 | -7.11 | -3.92 | 6.05 | -4.32 | -1.65 | -19.92% |
| 2012 | 4.91 | 3.32 | -1.19 | -4.62 | -3.94 | 1.20 | 4.55 | 0.39 | 2.34 | 0.53 | 4.39 | 2.87 | +15.15% |
| 2013 | 2.73 | -0.46 | 0.31 | 0.80 | 1.16 | -3.55 | 4.28 | -1.42 | 7.29 | 2.54 | 0.45 | 0.46 | +15.14% |
| 2014 | -0.39 | 5.45 | 0.21 | -0.03 | 2.42 | 0.90 | -0.61 | 0.95 | -0.63 | 0.77 | 3.59 | 0.21 | +13.41% |
| 2015 | 5.99 | 5.29 | 2.55 | -0.81 | 2.90 | -4.75 | 2.35 | -5.81 | -5.34 | 8.31 | 2.30 | -2.07 | +10.15% |
| 2016 | -5.78 | 1.30 | 1.76 | 2.00 | 0.94 | -2.31 | 5.94 | -1.03 | 0.44 | 0.25 | 0.46 | 3.68 | +7.43% |
| 2017 | 2.01 | 2.02 | 2.56 | -0.50 | 3.30 | -3.12 | -1.55 | 2.28 | 1.26 | 0.90 | -1.14 | 1.14 | +9.34% |
| 2018 | 0.08 | -4.69 | -2.58 | 1.88 | -0.58 | -1.89 | 3.02 | -3.70 | -1.48 | -1.62 | 0.85 | -6.45 | -16.24% |
| 2019 | 8.55 | 0.75 | -0.48 | 0.62 | -6.46 | 4.42 | 0.57 | -0.74 | 3.98 | 2.09 | 2.18 | 3.32 | +19.66% |
| 2020 | -1.82 | -5.99 | -19.80 | 15.93 | 7.39 | -0.99 | 1.18 | 6.05 | -0.47 | -4.63 | 15.02 | 9.11 | +16.64% |
| 2021 | 2.64 | 1.54 | 2.66 | 4.53 | 0.62 | 0.87 | 3.89 | 0.97 | -5.23 | 5.62 | -2.19 | 3.20 | +20.31% |
| 2022 | -9.38 | -1.50 | 3.14 | -4.60 | -1.96 | -9.86 | 7.44 | -4.32 | -11.34 | 8.43 | 8.26 | -2.58 | -19.09% |
| 2023 | 5.86 | 0.21 | -0.11 | 0.38 | -0.10 | -1.18 | 4.39 | -2.66 | -1.90 | -4.70 | 8.26 | 5.13 | +13.55% |
| 2024 | 1.47 | 2.55 | 2.96 | -2.59 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.20% | 11.19% | 12.36% | 17.17% | 18.75% |
| Sharpe ratio | 1.14 | 2.58 | 0.40 | -0.17 | 0.22 |
| Best month | +5.13% | +8.26% | +8.26% | +8.43% | +15.93% |
| Worst month | -2.59% | -4.70% | -4.70% | -11.34% | -19.80% |
| Maximum loss | -2.97% | -3.13% | -9.42% | -30.51% | -35.98% |
| Outperformance | +10.95% | - | +17.71% | +6.38% | +14.57% |
All quotes in EUR
Performance
| YTD | +4.36% | ||
|---|---|---|---|
| 6 Months | +15.15% | ||
| 1 Year | +8.89% | ||
| 3 Years | +2.79% | ||
| 5 Years | +46.30% | ||
| Since start | +140.43% | ||
| Year | |||
| 2023 | +13.55% | ||
| 2022 | -19.09% | ||
| 2021 | +20.31% | ||
| 2020 | +16.64% | ||
| 2019 | +19.66% | ||
| 2018 | -16.24% | ||
| 2017 | +9.34% | ||
| 2016 | +7.43% | ||
| 2015 | +10.15% | ||
