Lyxor Portf.Strategy Offensive UCITS ETF/  DE000ETF7037  /

Fonds
NAV5/19/2022 Chg.-1.2400 Type of yield Investment Focus Investment company
132.2000EUR -0.93% 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 1.79 0.68 2.92 0.52 2.38 -1.68 3.23 -1.19 2.88 +19.94%
2022 -2.79 -2.43 3.48 -1.78 -4.38 - - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.16% 13.46% 10.94% 14.74% -%
Sharpe ratio -1.46 -1.26 0.36 0.64 -
Best month +3.48% +3.48% +3.48% +9.55% +9.55%
Worst month -4.38% -4.38% -4.38% -13.69% -13.69%
Maximum loss -9.14% -9.81% -9.94% -30.98% -
Outperformance +5.24% - +9.76% +12.21% -
 
All quotes in EUR

Performance

YTD
  -7.82%
6 Months
  -9.03%
1 Year  
+3.60%
3 Years  
+29.82%
5 Years     -
Since start  
+36.74%
Year
2021  
+19.94%
2020  
+6.04%
2019  
+24.87%
 

Dividends

11/3/2021 1.65 EUR
11/4/2020 1.45 EUR
10/28/2019 0.35 EUR
10/29/2018 0.61 EUR