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Tulip Trend Fund UCITS A EUR/  IE00BFWJRR52  /

Fonds
NAV2024-04-08 Chg.+41.9299 Type of yield Investment Focus Investment company
1,490.9800EUR +2.89% reinvestment Alternative Investments Worldwide Progressive Cap.P. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - -0.79 1.79 0.47 2.76 -1.34 -8.15 -1.58 -0.72 -
2019 -6.55 2.73 7.47 6.02 -6.60 1.93 6.77 1.20 -5.28 -6.10 0.69 -1.58 -0.83%
2020 -2.24 -2.18 -5.30 1.20 -0.73 -2.68 5.42 -0.72 -4.66 2.57 -0.54 8.81 -1.95%
2021 2.18 4.94 1.88 1.27 3.17 -0.83 3.26 1.49 4.05 - -0.08 -1.61 +21.33%
2022 2.39 5.19 12.93 8.54 -2.01 -3.55 -7.05 0.82 4.49 0.73 -8.47 -2.42 +9.92%
2023 0.48 0.87 -8.67 10.63 2.73 2.20 -2.59 1.09 0.61 -0.36 -4.59 -1.27 -0.03%
2024 4.63 9.34 5.53 2.89 - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.25% 16.48% 15.32% 16.15% 17.16%
Sharpe ratio 13.32 - - - 0.30
Best month +9.34% +9.34% +10.63% +12.93% +12.93%
Worst month -1.27% -4.59% -4.59% -8.67% -8.67%
Maximum loss -1.72% -5.80% -7.02% -22.93% -23.26%
Outperformance - - - - -
 
All quotes in EUR

Tranches

Name   Type of yield Repurchase p. 1 Year 3 Years
Tulip Trend Fund UCITS A EUR reinvestment 1,490.9800 +21.27% +49.71%
Tulip Trend Fund UCITS C USD reinvestment 1,443.9000 +21.94% +48.58%

Performance

YTD  
+24.22%
6 Months  
+17.01%
1 Year  
+21.27%
3 Years  
+49.71%
5 Years  
+53.84%
Since start  
+49.10%
Year
2023
  -0.03%
2022  
+9.92%
2021  
+21.33%
2020
  -1.95%
2019
  -0.83%