NAV11/17/2017 Chg.-0.5109 Type of yield Investment Focus Investment company
123.9835EUR -0.41% reinvestment Equity ETF Stocks Lyxor AM Lux 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2006 - - - - - - -0.05 3.08 2.44 4.20 0.78 4.52 -
2007 2.89 -1.12 2.97 7.09 6.38 1.54 -5.31 0.68 2.91 1.46 -1.39 2.48 +21.87%
2008 -15.13 -1.54 -3.21 6.33 2.10 -9.62 0.93 -0.90 -9.28 -14.57 -6.44 3.01 -40.72%
2009 -9.92 -11.51 6.33 16.74 3.57 -2.71 10.86 2.43 3.82 -4.63 3.86 5.87 +23.27%
2010 -5.90 -0.22 9.90 -0.33 -2.84 -0.02 3.04 -3.69 5.13 5.94 1.28 3.34 +15.57%
2011 2.33 2.74 -3.21 6.71 -2.98 1.11 -2.98 -19.26 -4.93 11.64 -0.88 -3.18 -15.01%
2012 9.53 6.15 1.30 -2.73 -7.36 2.39 5.53 2.91 3.50 0.60 1.96 2.77 +28.75%
2013 2.13 -0.46 0.66 1.50 5.48 -4.70 3.96 -2.12 6.03 5.09 4.08 1.53 +25.09%
2014 -2.61 4.12 -1.44 0.46 3.51 -1.14 -4.35 0.63 0.01 -1.59 6.99 -1.77 +2.29%
2015 9.01 6.60 4.94 -4.36 -0.60 -4.12 3.32 -9.29 -5.85 12.30 4.89 -5.63 +9.04%
2016 -8.88 -3.04 4.92 0.63 1.98 -5.70 6.77 2.46 -0.78 1.45 -0.24 7.89 +6.30%
2017 0.46 2.53 3.98 0.98 1.17 -2.24 -1.69 -0.52 6.40 3.11 -1.39 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.42% 10.20% 10.47% 19.19% 17.57%
Sharpe ratio 1.50 0.40 2.12 0.61 0.76
Best month +7.89% +6.40% +7.89% +12.30% +12.30%
Worst month -2.24% -2.24% -2.24% -9.29% -9.29%
Maximum loss -7.34% -7.34% -7.34% -29.57% -29.57%
Outperformance +1.50% - +2.87% -4.10% -7.05%
 
All quotes in EUR

Performance

YTD  
+13.19%
6 Months  
+1.89%
1 Year  
+21.84%
3 Years  
+38.20%
5 Years  
+83.81%
Since start  
+118.11%
Year
2016  
+6.30%
2015  
+9.04%
2014  
+2.29%
2013  
+25.09%
2012  
+28.75%
2011
  -15.01%
2010  
+15.57%
2009  
+23.27%
2008
  -40.72%