UniInstitutional Str.Credit High Yield/  LU1099836758  /

Fonds
NAV8/12/2020 Chg.+0.0200 Type of yield Investment Focus Investment company
118.2800EUR +0.02% reinvestment Bonds Worldwide Union Investment(LU) 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - - 0.44 -
2017 1.52 0.65 2.30 0.65 0.74 1.01 1.33 0.95 0.77 0.61 0.79 0.34 +12.28%
2018 0.46 0.38 0.26 0.19 0.25 0.05 -0.25 0.32 0.09 0.15 -0.55 -1.60 -0.27%
2019 0.14 -0.34 0.49 0.78 0.69 0.35 0.54 0.15 0.27 -0.18 -0.26 0.47 +3.13%
2020 1.50 -0.44 -21.47 -3.05 13.83 9.83 0.84 0.05 - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 15.56% 17.28% 12.20% 7.10% -%
Sharpe ratio -0.28 -0.52 -0.18 0.19 -
Best month +13.83% +13.83% +13.83% +13.83% -
Worst month -21.47% -21.47% -21.47% -21.47% -
Maximum loss -24.67% -24.67% -24.67% -24.67% -
Outperformance -6.79% - -8.97% -4.98% -
 
All quotes in EUR

Performance

YTD
  -2.95%
6 Months
  -4.80%
1 Year
  -2.62%
3 Years  
+2.66%
5 Years     -
Since start  
+12.70%
Year
2019  
+3.13%
2018
  -0.27%
2017  
+12.28%