Lyxor MSCI World Energy TR UE A.EUR/ LU0533032420 /
| NAV8/12/2022 | Chg.+5.2951 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 383.4587EUR | +1.40% | reinvestment | Equity Worldwide | Amundi Asset Mgmt. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | - | - | - | - | - | - | - | - | 2.61 | 2.82 | 8.19 | 6.75 | - |
| 2011 | 3.94 | 5.67 | -2.14 | -2.09 | -1.67 | -3.44 | 1.11 | -9.90 | -5.92 | 12.60 | 3.59 | 3.02 | +2.90% |
| 2012 | 1.44 | 3.53 | -3.93 | -0.18 | -5.84 | 2.94 | 6.46 | 0.73 | 0.07 | -2.34 | -1.88 | -0.63 | -0.26% |
| 2013 | 3.11 | 1.98 | 2.76 | -2.32 | 2.55 | -3.74 | 3.17 | -0.16 | -0.07 | 3.44 | -0.34 | 1.67 | +12.42% |
| 2014 | -4.10 | 3.60 | 2.28 | 5.10 | 2.42 | 4.58 | -1.82 | 3.47 | -3.55 | -4.35 | -8.32 | 1.90 | +0.15% |
| 2015 | 1.44 | 5.88 | 0.61 | 4.12 | -3.30 | -5.51 | -5.39 | -7.11 | -7.06 | 12.24 | 3.35 | -12.14 | -14.42% |
| 2016 | -2.56 | -0.89 | 3.64 | 7.91 | 0.53 | 4.46 | -2.71 | 1.00 | 1.93 | 0.54 | 9.10 | 4.20 | +29.84% |
| 2017 | -5.36 | -0.51 | -0.56 | -4.05 | -4.54 | -2.75 | 0.15 | -4.16 | 9.55 | 1.86 | -0.79 | 3.94 | -7.88% |
| 2018 | -0.85 | -7.21 | 0.43 | 11.38 | 5.31 | 1.23 | 1.21 | -2.97 | 3.10 | -7.84 | -3.51 | -10.55 | -11.65% |
| 2019 | 9.93 | 3.39 | 2.45 | 0.57 | -7.84 | 4.65 | -0.58 | -6.37 | 5.66 | -3.87 | 2.47 | 3.46 | +13.22% |
| 2020 | -7.94 | -13.25 | -29.36 | 16.39 | -0.21 | -2.02 | -8.65 | 0.30 | -12.21 | -4.71 | 25.71 | 1.37 | -37.30% |
| 2021 | 3.61 | 15.82 | 5.63 | -2.02 | 3.48 | 6.18 | -6.24 | -0.80 | 11.40 | 8.19 | -4.32 | 2.80 | +50.47% |
| 2022 | 17.16 | 4.82 | 8.74 | 3.92 | 11.60 | -12.96 | 9.59 | -3.44 | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 29.85% | 30.78% | 27.11% | 36.02% | 29.65% |
| Sharpe ratio | 2.76 | 1.48 | 2.41 | 0.36 | 0.28 |
| Best month | +17.16% | +11.60% | +17.16% | +25.71% | +25.71% |
| Worst month | -12.96% | -12.96% | -12.96% | -29.36% | -29.36% |
| Maximum loss | -19.63% | -19.63% | -19.63% | -58.24% | -62.51% |
| Outperformance | +0.45% | - | +0.87% | +0.56% | -1.91% |
All quotes in EUR
Performance
| YTD | +42.65% | ||
|---|---|---|---|
| 6 Months | +20.61% | ||
| 1 Year | +65.57% | ||
| 3 Years | +45.27% | ||
| 5 Years | +50.22% | ||
| Since start | +91.05% | ||
| Year | |||
| 2021 | +50.47% | ||
| 2020 | -37.30% | ||
| 2019 | +13.22% | ||
| 2018 | -11.65% | ||
| 2017 | -7.88% | ||
| 2016 | +29.84% | ||
| 2015 | -14.42% | ||
| 2014 | +0.15% | ||
| 2013 | +12.42% | ||