FutureVest Equity Sustainable Development Goals R/ DE000A2P37T6 /
| NAV2024-07-25 | Chg.-0.0500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 53.0500EUR | -0.09% | paying dividend | Equity Worldwide | Monega KAG ▶ |
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 | 6.85 | -2.00 | 3.88 | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.20% | 10.99% | 11.93% | -% | -% |
| Sharpe ratio | 1.49 | 2.13 | 0.65 | - | - |
| Best month | +8.98% | +6.85% | +8.98% | +8.98% | - |
| Worst month | -2.00% | -2.00% | -5.17% | -8.12% | - |
| Maximum loss | -3.81% | -3.80% | -13.78% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +10.98% | ||
|---|---|---|---|
| 6 Months | +12.73% | ||
| 1 Year | +11.45% | ||
| 3 Years | +6.10% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +6.10% | ||
| Year | |||
| 2023 | +0.50% | ||
| 2022 | -8.63% | ||
