Market Access Stoxx China A Min.Var.I.UE/ LU1750178011 /
| NAV2024-05-14 | Chg.-0.6834 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 125.9243EUR | -0.54% | reinvestment | Equity ETF Stocks | FundRock M. Co. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | -1.93 | -5.12 | 2.59 | -7.47 | -1.30 | -0.01 | - |
| 2019 | 4.66 | 10.09 | 3.84 | 1.11 | -6.32 | 1.09 | 2.04 | -5.03 | 0.71 | 0.03 | 0.32 | 3.01 | +15.57% |
| 2020 | -1.64 | -3.96 | -0.78 | 3.15 | -3.32 | 5.45 | 5.78 | 5.23 | -3.33 | 2.38 | 2.80 | 0.37 | +12.06% |
| 2021 | 2.91 | 2.15 | 5.74 | -3.32 | 2.40 | 0.03 | -8.52 | 2.42 | 10.25 | -3.78 | 1.17 | 5.53 | +16.79% |
| 2022 | -4.71 | 2.72 | -4.63 | -2.38 | -1.17 | 5.47 | -0.40 | -0.56 | -4.30 | -7.71 | 6.86 | -0.49 | -11.65% |
| 2023 | 5.10 | -0.19 | 1.20 | 2.57 | 0.03 | -3.07 | 2.79 | -5.18 | 4.19 | -3.36 | 0.63 | -0.93 | +3.29% |
| 2024 | 3.09 | 4.97 | 0.18 | 5.35 | 0.74 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.27% | 12.08% | 12.16% | 14.04% | 14.82% |
| Sharpe ratio | 3.25 | 2.35 | 0.20 | 0.01 | 0.24 |
| Best month | +5.35% | +5.35% | +5.35% | +10.25% | +10.25% |
| Worst month | -0.93% | -0.93% | -5.18% | -8.52% | -8.52% |
| Maximum loss | -4.53% | -4.53% | -10.23% | -17.35% | -17.35% |
| Outperformance | +14.54% | - | +11.00% | +14.12% | - |
All quotes in EUR
Performance
| YTD | +15.05% | ||
|---|---|---|---|
| 6 Months | +14.85% | ||
| 1 Year | +6.29% | ||
| 3 Years | +12.18% | ||
| 5 Years | +42.99% | ||
| 10 Years | - | ||
| Since start | +25.92% | ||
| Year | |||
| 2023 | +3.29% | ||
| 2022 | -11.65% | ||
| 2021 | +16.79% | ||
| 2020 | +12.06% | ||
| 2019 | +15.57% | ||
