Lyxor 1 MDAX ESG UCITS ETF I/ DE000ETF9074 /
NAV9/29/2023 | Chg.+1.7918 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
135.0930EUR | +1.34% | paying dividend | Equity ETF Stocks | Amundi Luxembourg ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | - | - | - | - | - | - | - | - | - | - | 1.95 | -3.82 | - |
2016 | -6.26 | -0.32 | 4.98 | -1.39 | 3.15 | -4.35 | 6.44 | 1.02 | 0.85 | -2.05 | -1.30 | 6.22 | +6.27% |
2017 | 1.22 | 3.98 | 2.27 | 2.90 | 2.05 | -2.66 | 0.39 | 0.45 | 5.31 | 2.50 | 1.38 | -3.07 | +17.67% |
2018 | 2.35 | -2.08 | -2.62 | 1.35 | 1.33 | -1.94 | 3.96 | -0.04 | -3.39 | -7.02 | -3.03 | -7.98 | -18.14% |
2019 | 9.63 | 2.96 | 1.35 | 5.27 | -4.97 | 3.28 | 1.18 | -0.79 | 0.62 | 1.37 | 4.59 | 3.07 | +30.45% |
2020 | -1.19 | -9.39 | -17.07 | 9.48 | 10.09 | 1.68 | 1.31 | 4.75 | -1.66 | -4.79 | 13.90 | 5.07 | +8.22% |
2021 | 0.92 | 0.55 | 1.40 | 3.08 | 1.76 | 2.17 | 3.16 | 2.27 | -4.43 | 1.37 | -2.78 | 3.61 | +13.52% |
2022 | -5.15 | -4.37 | -2.73 | -2.99 | -0.80 | -13.69 | 6.26 | -7.86 | -11.31 | 5.82 | 7.94 | -1.87 | -28.68% |
2023 | 13.98 | 0.63 | -2.38 | 0.73 | -5.29 | 3.57 | 4.51 | -2.84 | -5.38 | - | - | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 16.60% | 13.84% | 18.97% | 19.00% | 20.13% |
Sharpe ratio | 0.28 | -0.60 | 0.97 | -0.24 | -0.20 |
Best month | +13.98% | +4.51% | +13.98% | +13.98% | +13.98% |
Worst month | -5.38% | -5.38% | -11.31% | -13.69% | -17.07% |
Maximum loss | -11.55% | -9.70% | -11.55% | -40.05% | -40.05% |
Outperformance | -0.05% | - | +6.78% | +21.93% | +37.28% |
All quotes in EUR
Performance
YTD | +6.28% | ||
---|---|---|---|
6 Months | -2.23% | ||
1 Year | +22.29% | ||
3 Years | -1.82% | ||
5 Years | +0.11% | ||
10 Years | - | ||
Since start | +21.94% | ||
Year | |||
2022 | -28.68% | ||
2021 | +13.52% | ||
2020 | +8.22% | ||
2019 | +30.45% | ||
2018 | -18.14% | ||
2017 | +17.67% | ||
2016 | +6.27% |
Dividends
9/26/2023 | 2.57 EUR |
7/6/2022 | 2.28 EUR |
7/7/2021 | 1.14 EUR |
8/21/2020 | 1.30 EUR |
8/20/2019 | 2.41 EUR |
8/21/2018 | 2.89 EUR |
8/28/2017 | 2.50 EUR |
8/17/2016 | 2.11 EUR |