CSIF(IE)MSCI USA ESG Lead.Blue UE B/ IE00BJBYDP94 /
| NAV9/28/2023 | Chg.+1.0868 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 166.8439USD | +0.66% | reinvestment | Equity ETF Stocks | Carne Gl. Fd. M.(IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | 5.25 | 1.64 | 4.10 | 7.52 | -3.48 | -2.81 | 10.95 | 3.73 | - |
| 2021 | -0.84 | 3.11 | 4.53 | 5.19 | 0.78 | 2.60 | 2.92 | 3.05 | -4.93 | 9.35 | -1.70 | 4.19 | +31.28% |
| 2022 | -6.20 | -3.36 | 3.75 | -8.63 | -0.71 | -7.42 | 8.24 | -4.96 | -8.98 | 7.27 | 6.66 | -6.00 | -20.45% |
| 2023 | 6.47 | -2.40 | 4.01 | 0.98 | 0.96 | 6.60 | 3.45 | -0.47 | -4.92 | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 13.91% | 12.17% | 17.54% | 17.90% | -% |
| Sharpe ratio | 1.22 | 1.43 | 0.89 | 0.36 | - |
| Best month | +6.60% | +6.60% | +7.27% | +10.95% | - |
| Worst month | -6.00% | -4.92% | -8.98% | -8.98% | - |
| Maximum loss | -8.18% | -6.09% | -8.18% | -27.01% | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +14.99% | ||
|---|---|---|---|
| 6 Months | +10.24% | ||
| 1 Year | +19.61% | ||
| 3 Years | +34.92% | ||
| 5 Years | - | ||
| Since start | +61.26% | ||
| Year | |||
| 2022 | -20.45% | ||
| 2021 | +31.28% | ||