FutureVest Equity Sustainable Development Goals R/  DE000A2P37T6  /

Fonds
NAV5/24/2024 Chg.+0.0500 Type of yield Investment Focus Investment company
51.7900EUR +0.10% paying dividend Equity Worldwide Monega KAG 
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - - - - - - - - -4.05 4.37 -1.54 4.31 -
2022 -7.38 -0.68 4.89 0.36 -1.85 -3.74 8.74 -4.83 -8.12 6.47 3.32 -4.52 -8.63%
2023 3.07 -2.08 -1.73 -2.40 -1.11 2.44 1.27 -3.37 -4.25 -5.17 5.84 8.98 +0.50%
2024 -1.40 -0.38 4.43 -0.53 6.19 - - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.60% 12.45% 12.02% -% -%
Sharpe ratio 1.63 2.90 0.76 - -
Best month +8.98% +8.98% +8.98% +8.98% -
Worst month -1.40% -1.40% -5.17% -8.12% -
Maximum loss -3.81% -3.81% -13.78% - -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+8.35%
6 Months  
+18.11%
1 Year  
+12.96%
3 Years     -
5 Years     -
10 Years     -
Since start  
+3.58%
Year
2023  
+0.50%
2022
  -8.63%