Dividende und Sentiment Aktien Europa (I)/ DE000A2PF0G6 /
| NAV02/05/2024 | Diferencia-0.3900 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 109.5200EUR | -0.35% | paying dividend | Equity Europe | Monega KAG ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | -2.24 | 1.37 | -2.20 | -4.55 | 9.53 | -0.64 | - |
| 2021 | -1.18 | 3.28 | 5.76 | -0.42 | 0.67 | 0.73 | -0.38 | 2.15 | -0.48 | 2.10 | -1.65 | 4.02 | +15.31% |
| 2022 | 3.12 | -3.42 | -0.70 | -0.02 | 2.17 | -6.20 | 0.66 | -1.92 | -3.13 | 5.47 | 5.09 | -2.51 | -2.07% |
| 2023 | 5.90 | 0.30 | 0.68 | 2.12 | -1.97 | 1.74 | 1.40 | -2.18 | 0.80 | -1.87 | 3.75 | 1.40 | +12.43% |
| 2024 | 0.98 | 0.35 | 1.98 | -1.26 | -0.35 | - | - | - | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 5.51% | 5.33% | 6.50% | 9.12% | -% |
| Índice de Sharpe | 0.24 | 1.43 | 0.31 | 0.25 | - |
| El mes mejor | +1.98% | +3.75% | +3.75% | +5.90% | - |
| El mes peor | -1.26% | -1.26% | -2.18% | -6.20% | - |
| Pérdida máxima | -2.71% | -2.71% | -4.24% | -13.39% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +1.68% | ||
|---|---|---|---|
| 6 Meses | +5.53% | ||
| Promedio móvil | +5.85% | ||
| 3 Años | +19.38% | ||
| 5 Años | - | ||
| Desde el principio | +29.96% | ||
| Año | |||
| 2023 | +12.43% | ||
| 2022 | -2.07% | ||
| 2021 | +15.31% | ||
Dividendos
| 13/12/2023 | 4.00 EUR |
| 14/12/2022 | 4.00 EUR |
| 14/12/2021 | 4.15 EUR |
| 14/12/2020 | 2.17 EUR |
