Lupus alpha Micro Champions/  LU0218245263  /

Fonds
NAV9/18/2018 Chg.-0.1200 Type of yield Investment Focus Investment company
142.6600EUR -0.08% reinvestment Equity Europe Lupus Alpha 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2005 - - - - - - 2.90 2.39 2.49 -2.82 1.10 1.67 -
2006 7.17 5.35 3.39 3.25 -6.47 -4.41 0.27 2.08 3.52 2.47 3.35 5.06 +27.05%
2007 7.19 0.39 4.00 6.31 1.50 -0.95 -1.49 -6.52 -1.96 1.65 -10.09 -0.50 -1.80%
2008 -13.39 1.52 -5.61 4.15 2.26 -8.97 -2.66 -0.17 -15.04 -17.74 -4.57 -2.27 -49.04%
2009 -3.45 -8.01 -1.93 12.71 10.68 -1.89 5.25 5.11 2.41 0.17 1.01 -0.78 +21.24%
2010 1.36 -1.30 4.04 3.01 -5.64 1.18 3.97 -1.06 4.63 1.91 1.00 8.96 +23.57%
2011 2.05 -0.30 2.07 2.46 -2.51 -3.08 -3.31 -10.25 -2.15 1.47 -4.42 0.70 -16.62%
2012 7.28 4.74 0.27 -1.38 -1.00 0.04 1.50 -0.37 1.90 1.08 -1.70 0.45 +13.18%
2013 4.96 -1.00 -0.47 -1.78 0.95 -1.04 2.99 10.34 8.00 4.64 1.87 0.11 +32.90%
2014 0.40 9.95 -0.49 -5.88 5.37 3.30 -8.26 2.60 -2.29 0.97 7.51 -0.62 +11.66%
2015 6.92 5.34 5.59 1.00 3.09 -3.63 2.48 -2.56 -3.66 -0.63 2.99 0.05 +17.54%
2016 -3.30 -3.39 1.36 3.74 0.34 -4.22 2.25 4.44 2.87 -1.00 3.26 3.61 +9.85%
2017 2.27 5.07 2.11 5.62 5.29 2.95 1.88 3.59 3.70 3.15 -3.27 4.28 +43.06%
2018 3.54 1.04 -3.03 2.61 2.41 -2.03 1.89 0.99 -0.73 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.77% 8.56% 9.43% 10.33% 12.16%
Sharpe ratio 1.01 0.82 1.39 1.74 1.59
Best month +4.28% +2.61% +4.28% +5.62% +9.95%
Worst month -3.03% -3.03% -3.27% -4.22% -8.26%
Maximum loss -6.49% -3.57% -6.49% -14.81% -18.72%
Outperformance +6.16% - +8.73% +33.68% +66.68%
 
All quotes in EUR

Performance

YTD  
+6.68%
6 Months  
+3.31%
1 Year  
+12.84%
3 Years  
+62.93%
5 Years  
+138.40%
Since start  
+185.32%
Year
2017  
+43.06%
2016  
+9.85%
2015  
+17.54%
2014  
+11.66%
2013  
+32.90%
2012  
+13.18%
2011
  -16.62%
2010  
+23.57%
2009  
+21.24%
 

Dividends

12/17/2013 0.01 EUR