NAV2024-04-30 Chg.+1.7301 Type of yield Investment Focus Investment company
1,503.6801EUR +0.12% reinvestment Equity Worldwide Ahead Wealth Sol. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - - - - - - - - -3.66 6.31 9.03 -0.14 -
2022 -24.24 -6.65 20.39 -21.92 -2.17 -14.06 11.57 0.82 -11.91 0.81 -2.07 -8.26 -49.84%
2023 5.65 -1.51 0.22 -1.62 26.00 -2.74 11.22 6.78 -16.63 -13.22 27.06 6.32 +45.94%
2024 30.23 36.75 22.40 -15.32 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 58.34% 59.13% 51.15% -% -%
Sharpe ratio 9.63 8.92 2.91 - -
Best month +36.75% +36.75% +36.75% +36.75% -
Worst month -15.32% -15.32% -16.63% -24.24% -
Maximum loss -15.42% -15.42% -29.80% - -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+84.58%
6 Months  
+149.36%
1 Year  
+151.62%
3 Years     -
5 Years     -
Since start  
+50.46%
Year
2023  
+45.94%
2022
  -49.84%