Lyxor Portf.Strategy Offensive UCITS ETF/  DE000ETF7037  /

Fonds
NAV4/12/2021 Chg.-0.6000 Type of yield Investment Focus Investment company
130.9600EUR -0.46% paying dividend Mixed Fund Worldwide Lyxor Fd.Solutions 
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - 3.37 2.59 -1.85 1.90 0.17 0.19 -4.96 -0.14 -6.58 -
2019 7.14 2.96 2.07 3.43 -5.14 3.78 1.68 -1.28 2.27 1.18 2.70 2.11 +24.87%
2020 -0.80 -6.40 -13.69 8.53 4.57 2.70 0.56 4.82 -1.52 -2.63 9.55 2.54 +6.04%
2021 1.32 1.93 3.69 1.10 - - - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.70% 10.49% 12.89% 14.35% -%
Sharpe ratio 3.27 3.07 2.69 0.74 -
Best month +3.69% +9.55% +9.55% +9.55% -
Worst month +1.10% -2.63% -2.63% -13.69% -
Maximum loss -4.66% -5.67% -5.67% -30.98% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+8.27%
6 Months  
+14.72%
1 Year  
+33.86%
3 Years  
+33.45%
5 Years     -
Since start  
+33.91%
Year
2020  
+6.04%
2019  
+24.87%
 

Dividends

11/4/2020 1.45 EUR
10/28/2019 0.35 EUR
10/29/2018 0.61 EUR