Lyxor MDAX ESG UE/ LU1033693638 /
| NAV11/27/2023 | Chg.-0.0919 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 22.7007EUR | -0.40% | paying dividend | Equity ETF Stocks | Amundi Luxembourg ▶ |
- Dividends adjusted Dividends adjusted
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | -2.34 | 5.33 | -0.86 | -6.13 | 1.85 | -0.59 | 0.85 | 5.25 | -0.31 | - |
| 2015 | 9.77 | 8.03 | 2.92 | -1.81 | 0.58 | -4.10 | 5.80 | -5.25 | -2.05 | 9.80 | 1.95 | -3.82 | +22.20% |
| 2016 | -6.26 | -0.32 | 5.00 | -1.53 | 3.02 | -4.50 | 6.58 | 1.07 | 0.85 | -2.05 | -1.30 | 6.23 | +6.03% |
| 2017 | 1.22 | 3.96 | 2.27 | 2.90 | 1.92 | -2.75 | 0.39 | 0.47 | 5.32 | 2.50 | 1.38 | -3.08 | +17.42% |
| 2018 | 2.35 | -2.10 | -2.63 | 1.36 | 1.30 | -2.00 | 4.05 | -0.05 | -3.39 | -7.02 | -3.03 | -7.97 | -18.14% |
| 2019 | 9.63 | 2.96 | 1.34 | 5.27 | -5.07 | 3.35 | 1.22 | -0.84 | 0.61 | 1.37 | 4.59 | 3.07 | +30.38% |
| 2020 | -1.19 | -9.39 | -17.07 | 9.47 | 10.11 | 1.69 | 1.33 | 4.78 | -1.66 | -4.79 | 14.18 | 4.81 | +8.28% |
| 2021 | 0.92 | 0.55 | 1.40 | 3.08 | 1.40 | 2.52 | 3.16 | 2.26 | -4.43 | 1.38 | -2.79 | 3.61 | +13.52% |
| 2022 | -5.16 | -4.37 | -2.73 | -3.00 | -0.81 | -11.80 | 5.74 | -7.69 | -12.14 | 6.86 | 6.98 | -1.87 | -27.99% |
| 2023 | 13.97 | 0.62 | -2.36 | 0.71 | -5.26 | 3.57 | 4.50 | -2.84 | -5.37 | -8.74 | 7.70 | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 17.27% | 16.43% | 17.27% | 19.21% | 20.38% |
| Sharpe ratio | 0.06 | -0.60 | -0.10 | -0.39 | -0.09 |
| Best month | +13.97% | +7.70% | +13.97% | +14.18% | +14.18% |
| Worst month | -8.74% | -8.74% | -8.74% | -12.14% | -17.07% |
| Maximum loss | -18.58% | -16.89% | -18.58% | -39.72% | -39.72% |
| Outperformance | +9.54% | - | +13.93% | +20.19% | +30.27% |
All quotes in EUR
Performance
| YTD | +4.47% | ||
|---|---|---|---|
| 6 Months | -3.00% | ||
| 1 Year | +2.30% | ||
| 3 Years | -10.48% | ||
| 5 Years | +11.21% | ||
| 10 Years | - | ||
| Since start | +57.65% | ||
| Year | |||
| 2022 | -27.99% | ||
| 2021 | +13.52% | ||
| 2020 | +8.28% | ||
| 2019 | +30.38% | ||
| 2018 | -18.14% | ||
| 2017 | +17.42% | ||
| 2016 | +6.03% | ||
| 2015 | +22.20% | ||
Dividends
| 9/26/2023 | 0.44 EUR |
| 7/6/2022 | 0.39 EUR |
| 7/7/2021 | 0.19 EUR |
| 8/21/2020 | 0.22 EUR |
| 8/20/2019 | 0.41 EUR |
| 8/21/2018 | 0.47 EUR |
| 8/28/2017 | 0.54 EUR |