Lyxor MSCI World Energy TR UE A.EUR/  LU0533032420  /

Fonds
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%