Aktien Europa - UI/ DE000A2QSGB7 /
NAV5/15/2024 | Chg.+4.9800 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
1,142.8199EUR | +0.44% | paying dividend | Equity Europe | Universal-Investment ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | - | - | - | - | - | - | - | - | -3.07 | 4.92 | -1.93 | 5.57 | - |
2022 | -4.20 | -3.90 | 1.08 | -0.96 | -1.30 | -7.96 | 8.02 | -5.07 | -6.00 | 6.42 | 6.73 | -3.87 | -11.87% |
2023 | 6.46 | 2.01 | 0.11 | 2.15 | -2.02 | 3.15 | 1.50 | -2.46 | -1.26 | -3.31 | 7.94 | 3.53 | +18.55% |
2024 | 1.84 | 2.41 | 3.58 | -0.80 | 3.92 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 8.47% | 8.21% | 10.03% | -% | -% |
Sharpe ratio | 3.57 | 4.81 | 1.45 | - | - |
Best month | +3.92% | +7.94% | +7.94% | +8.02% | - |
Worst month | -0.80% | -0.80% | -3.31% | -7.96% | - |
Maximum loss | -2.63% | -2.63% | -7.61% | - | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
YTD | +11.36% | ||
---|---|---|---|
6 Months | +19.53% | ||
1 Year | +18.34% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +21.01% | ||
Year | |||
2023 | +18.55% | ||
2022 | -11.87% |
Dividends
2/15/2024 | 16.69 EUR |
11/27/2023 | 16.36 EUR |
11/22/2023 | 16.36 EUR |
2/15/2022 | 9.13 EUR |