Plutos - Gold Strategie Plus/  LU1401783144  /

Fonds
NAV7/31/2020 Chg.+2.7900 Type of yield Investment Focus Investment company
58.2900EUR +5.03% paying dividend Mixed Fund Worldwide MK Luxinvest 
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - -0.84 -2.94 0.60 4.38 -4.50 -1.34 -3.70 2.06 -
2018 -3.25 -7.22 0.26 1.99 4.12 -3.80 -5.23 -8.83 -1.87 -0.23 -3.12 5.91 -20.20%
2019 6.73 -0.30 -1.57 -4.90 2.83 15.05 8.40 11.84 -9.71 1.76 -2.78 8.51 +38.49%
2020 -3.47 -11.00 -14.76 36.28 5.38 9.97 16.65 - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 49.60% 52.90% 41.63% 27.65% -%
Sharpe ratio 1.38 1.82 1.12 0.49 -
Best month +36.28% +36.28% +36.28% +36.28% -
Worst month -14.76% -14.76% -14.76% -14.76% -
Maximum loss -34.32% -34.32% -36.50% -36.50% -
Outperformance +15.18% - +52.25% +15.45% -
 
All quotes in EUR

Performance

YTD  
+34.90%
6 Months  
+39.75%
1 Year  
+46.24%
3 Years  
+44.10%
5 Years     -
Since start  
+32.42%
Year
2019  
+38.49%
2018
  -20.20%