Postbank Wachstum 70 ESG/ LU1682639452 /
| NAV2024-05-02 | Chg.-0.3200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 123.9800EUR | -0.26% | reinvestment | Mixed Fund Worldwide | MultiConcept Fund M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | - | - | -0.43 | - |
| 2018 | 0.84 | -2.36 | -1.02 | 2.29 | 0.07 | -0.93 | 1.92 | -0.83 | -0.34 | -3.84 | -0.02 | -3.99 | -8.12% |
| 2019 | 4.37 | 2.10 | 1.39 | 2.65 | -2.91 | 2.83 | 0.87 | -0.12 | 1.73 | 0.44 | 1.26 | 0.42 | +15.92% |
| 2020 | -0.63 | -4.37 | -9.28 | 6.27 | 1.66 | 2.53 | 0.54 | 2.65 | -0.50 | -1.13 | 6.54 | 1.15 | +4.48% |
| 2021 | 1.40 | 0.86 | 3.49 | 0.56 | 0.15 | 2.43 | 0.07 | 2.03 | -1.80 | 2.65 | -0.39 | 1.28 | +13.38% |
| 2022 | -3.07 | -3.24 | 0.63 | -2.82 | -1.38 | -5.24 | 5.89 | -2.75 | -6.13 | 1.70 | 4.49 | -4.31 | -15.73% |
| 2023 | 5.10 | -1.28 | 0.99 | -0.42 | 1.13 | 1.72 | 1.87 | -1.50 | -2.04 | -2.40 | 4.82 | 2.93 | +11.10% |
| 2024 | 1.41 | 2.18 | 2.60 | -1.11 | -0.26 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 7.07% | 6.72% | 7.05% | 8.78% | 10.62% |
| Sharpe ratio | 1.64 | 2.99 | 1.15 | -0.27 | 0.02 |
| Best month | +2.93% | +4.82% | +4.82% | +5.89% | +6.54% |
| Worst month | -1.11% | -1.11% | -2.40% | -6.13% | -9.28% |
| Maximum loss | -2.96% | -2.96% | -6.30% | -19.58% | -24.37% |
| Outperformance | -0.77% | - | +1.13% | - | - |
All quotes in EUR
Performance
| YTD | +4.86% | ||
|---|---|---|---|
| 6 Months | +11.21% | ||
| 1 Year | +11.94% | ||
| 3 Years | +4.54% | ||
| 5 Years | +21.84% | ||
| Since start | +23.98% | ||
| Year | |||
| 2023 | +11.10% | ||
| 2022 | -15.73% | ||
| 2021 | +13.38% | ||
| 2020 | +4.48% | ||
| 2019 | +15.92% | ||
| 2018 | -8.12% | ||
