NAV8/12/2020 Chg.+0.5800 Type of yield Investment Focus Investment company
115.1500EUR +0.51% reinvestment Capital protected Worldwide Union Investment(LU) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - 3.34 1.47 2.96 -3.63 4.06 1.27 -0.55 1.53 0.60 0.64 2.53 +20.93%
2020 -0.70 -4.48 -15.46 7.21 3.31 2.60 1.97 2.48 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 19.14% 20.95% 15.54% -% -%
Sharpe ratio -0.38 -0.64 0.20 - -
Best month +7.21% +7.21% +7.21% - -
Worst month -15.46% -15.46% -15.46% - -
Maximum loss -23.56% -23.56% -23.56% - -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD
  -4.78%
6 Months
  -7.22%
1 Year  
+2.69%
3 Years     -
5 Years     -
Since start  
+15.15%
Year
2019  
+20.93%