Postbank Wachstum 25 ESG A/ LU1682638991 /
| NAV2024-05-02 | Chg.+0.1200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 106.6900EUR | +0.11% | paying dividend | Mixed Fund Worldwide | MultiConcept Fund M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | - | - | -0.64 | - |
| 2018 | 0.08 | -0.99 | 0.06 | 0.99 | -0.12 | -0.01 | 0.87 | -0.31 | -0.13 | -1.79 | 0.17 | -2.21 | -3.37% |
| 2019 | 2.54 | 1.21 | 1.41 | 1.17 | -1.03 | 2.04 | 0.98 | 0.81 | 0.64 | -0.35 | 0.50 | -0.09 | +10.20% |
| 2020 | 0.73 | -2.27 | -6.09 | 3.46 | 1.29 | 1.23 | 0.27 | 1.41 | -0.17 | -1.30 | 4.17 | 0.44 | +2.81% |
| 2021 | -0.32 | -0.26 | 1.49 | 0.22 | -0.17 | 1.02 | 1.21 | 0.35 | -0.99 | 0.46 | 0.10 | 0.51 | +3.62% |
| 2022 | -1.92 | -2.31 | -0.18 | -2.13 | -1.02 | -2.96 | 4.23 | -3.41 | -3.87 | 1.36 | 2.00 | -2.63 | -12.41% |
| 2023 | 1.82 | -1.35 | 1.41 | 0.53 | 0.05 | 0.06 | 0.66 | -0.02 | -1.20 | -0.37 | 2.59 | 2.42 | +6.69% |
| 2024 | 1.00 | -0.19 | 1.45 | -1.31 | 0.11 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.15% | 3.95% | 3.89% | 4.54% | 5.79% |
| Sharpe ratio | -0.15 | 1.82 | 0.33 | -1.09 | -0.51 |
| Best month | +2.42% | +2.59% | +2.59% | +4.23% | +4.23% |
| Worst month | -1.31% | -1.31% | -1.31% | -3.87% | -6.09% |
| Maximum loss | -1.91% | -1.91% | -2.16% | -14.24% | -15.05% |
| Outperformance | +3.33% | - | +4.19% | - | - |
All quotes in EUR
Performance
| YTD | +1.05% | ||
|---|---|---|---|
| 6 Months | +5.32% | ||
| 1 Year | +5.09% | ||
| 3 Years | -3.29% | ||
| 5 Years | +4.33% | ||
| Since start | +6.69% | ||
| Year | |||
| 2023 | +6.69% | ||
| 2022 | -12.41% | ||
| 2021 | +3.62% | ||
| 2020 | +2.81% | ||
| 2019 | +10.20% | ||
| 2018 | -3.37% | ||
