MPF Aktien Strategie Diskont/ DE000A2QMED1 /
| NAV5/31/2023 | Chg.-0.1500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 108.9100EUR | -0.14% | paying dividend | Equity Worldwide | Warburg Invest AG ▶ |
- Dividends adjusted Dividends adjusted
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | 2.15 | -2.83 | 2.58 | -5.67 | 2.85 | -1.91 | -5.35 | 7.16 | 5.86 | -1.12 | - |
| 2023 | 5.18 | 0.97 | 0.67 | 0.79 | 0.81 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 7.62% | 8.26% | 10.99% | -% | -% |
| Sharpe ratio | 2.49 | 1.44 | 0.57 | - | - |
| Best month | +5.18% | +5.86% | +7.16% | - | - |
| Worst month | -1.12% | -1.12% | -5.67% | - | - |
| Maximum loss | -2.86% | -2.98% | -9.93% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +8.63% | ||
|---|---|---|---|
| 6 Months | +7.41% | ||
| 1 Year | +9.74% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +9.00% | ||
| Year | |||