W&W Nachhaltige Strategie/ DE000A2P0RJ0 /
| NAV2024-05-21 | Chg.+0.0500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 58.7400EUR | +0.09% | paying dividend | Mixed Fund Worldwide | LBBW AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | -0.56 | 6.73 | 2.60 | - |
| 2021 | 2.15 | -0.30 | 1.99 | 0.79 | -0.38 | 2.69 | 0.71 | 1.77 | -2.57 | 2.74 | 0.02 | 1.26 | +11.28% |
| 2022 | -5.65 | -2.46 | 1.32 | -2.28 | -2.61 | -4.30 | 8.56 | -3.13 | -5.24 | 2.32 | 1.53 | -4.04 | -15.64% |
| 2023 | 3.24 | 0.21 | -0.34 | -0.40 | 1.55 | 1.56 | 1.03 | -0.56 | -2.08 | -2.40 | 4.30 | 3.84 | +10.13% |
| 2024 | 1.60 | 2.45 | 2.02 | -1.49 | 2.26 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.43% | 4.25% | 5.07% | 6.96% | -% |
| Sharpe ratio | 3.47 | 5.12 | 1.79 | -0.22 | - |
| Best month | +3.84% | +4.30% | +4.30% | +8.56% | - |
| Worst month | -1.49% | -1.49% | -2.40% | -5.65% | - |
| Maximum loss | -2.36% | -2.36% | -5.66% | -17.50% | - |
| Outperformance | +1.75% | - | - | - | - |
All quotes in EUR
Performance
| YTD | +6.97% | ||
|---|---|---|---|
| 6 Months | +11.96% | ||
| 1 Year | +12.84% | ||
| 3 Years | +6.93% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +21.37% | ||
| Year | |||
| 2023 | +10.13% | ||
| 2022 | -15.64% | ||
| 2021 | +11.28% | ||
Dividends
| 2024-04-22 | 0.90 EUR |
| 2023-12-06 | 0.93 EUR |
