Lyxor MSCI Millennials ESG F.(DR)UE A./ LU2023678449 /
| NAV2024-05-02 | Chg.+0.1223 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.7898USD | +0.83% | reinvestment | Equity Worldwide | Amundi Asset Mgmt. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | 14.61 | 8.44 | 5.51 | 6.00 | 7.48 | -1.88 | -1.05 | 13.68 | 6.73 | - |
| 2021 | 1.46 | 4.77 | 0.23 | 5.30 | 2.15 | 4.00 | -1.85 | 2.43 | -5.79 | 3.31 | -5.77 | -0.19 | +9.70% |
| 2022 | -8.40 | -4.58 | -1.43 | -8.64 | -3.10 | -7.96 | 5.85 | -4.02 | -11.24 | 4.76 | 9.28 | -3.30 | -29.91% |
| 2023 | 10.68 | -3.68 | 4.63 | -0.17 | -2.96 | 5.58 | 4.83 | -5.60 | -5.86 | -3.32 | 11.76 | 4.22 | +19.68% |
| 2024 | -1.77 | 4.02 | 3.19 | -3.83 | 0.83 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.00% | 11.70% | 12.17% | 18.24% | -% |
| Sharpe ratio | 0.28 | 2.74 | 0.59 | -0.53 | - |
| Best month | +4.22% | +11.76% | +11.76% | +11.76% | +14.61% |
| Worst month | -3.83% | -3.83% | -5.86% | -11.24% | -11.24% |
| Maximum loss | -6.31% | -6.31% | -15.38% | -43.13% | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +2.23% | ||
|---|---|---|---|
| 6 Months | +16.41% | ||
| 1 Year | +10.98% | ||
| 3 Years | -16.39% | ||
| 5 Years | - | ||
| Since start | +47.90% | ||
| Year | |||
| 2023 | +19.68% | ||
| 2022 | -29.91% | ||
| 2021 | +9.70% | ||
