Global X S&P 500 Quarterly Buffer UE/ IE000LSRKCB4 /
| NAV2024-05-03 | Chg.+0.1000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 17.7200USD | +0.57% | reinvestment | Equity Worldwide | Carne Gl. Fd. M.(IE) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | 2.38 | 2.70 | 2.63 | 0.24 | -1.37 | -0.66 | 4.25 | 0.47 | - |
| 2024 | 0.93 | 2.01 | 0.39 | -1.63 | 0.97 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 5.24% | 4.66% | 7.57% | -% | -% |
| Sharpe ratio | 0.83 | 1.61 | 1.25 | - | - |
| Best month | +2.01% | +4.25% | +4.25% | - | - |
| Worst month | -1.63% | -1.63% | -1.63% | - | - |
| Maximum loss | -2.91% | -2.91% | -3.83% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Performance
| YTD | +2.67% | ||
|---|---|---|---|
| 6 Months | +5.48% | ||
| 1 Year | +13.30% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +13.96% | ||
| Year | |||
