Lyxor Portf.Strategy Offensive UCITS ETF/ DE000ETF7037 /
| 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 |