Lyxor MSCI World Energy TR UE A.USD/  LU0533032776  /

Fonds
NAV8/11/2022 Chg.+11.3969 Type of yield Investment Focus Investment company
391.2275USD +3.00% reinvestment Equity Worldwide Amundi Asset Mgmt. 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - - 3.60 -
2017 -3.03 -2.17 0.09 -2.31 -1.43 -1.36 3.52 -3.36 8.93 0.38 1.54 4.68 +4.87%
2018 2.87 -9.16 1.27 9.42 1.74 1.25 1.43 -3.51 2.92 -10.10 -3.58 -9.69 -15.89%
2019 10.34 2.60 1.03 0.38 -8.36 6.95 -2.80 -7.39 4.60 -1.63 1.27 5.33 +11.17%
2020 -9.12 -14.02 -29.44 16.19 1.35 -1.07 -3.82 1.44 -13.92 -5.34 29.09 3.69 -31.65%
2021 2.88 15.71 2.28 0.36 5.10 2.99 -6.25 -1.25 9.37 8.03 -6.93 3.86 +39.85%
2022 15.49 5.02 7.72 -1.47 13.32 -15.06 6.89 -4.06 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 31.12% 32.26% 27.90% 36.22% 29.79%
Sharpe ratio 1.61 0.45 1.48 0.26 0.16
Best month +15.49% +13.32% +15.49% +29.09% +29.09%
Worst month -15.06% -15.06% -15.06% -29.44% -29.44%
Maximum loss -25.14% -25.14% -25.14% -59.57% -64.92%
Outperformance +3.00% - +12.29% +5.79% -
 
All quotes in USD

Performance

YTD  
+27.08%
6 Months  
+7.01%
1 Year  
+41.44%
3 Years  
+31.58%
5 Years  
+28.11%
Since start  
+25.41%
Year
2021  
+39.85%
2020
  -31.65%
2019  
+11.17%
2018
  -15.89%
2017  
+4.87%