GS ActiveBeta US L.Cap Eq.UE USD/ IE00BJ5CNR11 /
| NAV05/06/2024 | Chg.+0.8980 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 73.5910USD | +1.24% | reinvestment | Equity ETF Stocks | Goldman Sachs AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | 1.93 | 3.62 | 2.60 | - |
| 2020 | 0.36 | -7.99 | -12.18 | 12.56 | 5.30 | 1.56 | 6.02 | 6.40 | -3.44 | -2.65 | 10.36 | 3.74 | +18.52% |
| 2021 | -0.76 | 1.65 | 3.76 | 5.20 | 0.55 | 3.13 | 2.59 | 2.99 | -5.16 | 6.70 | -0.66 | 4.56 | +26.79% |
| 2022 | -6.07 | -3.26 | 3.19 | -8.08 | -0.02 | -7.24 | 7.95 | -3.99 | -9.04 | 8.32 | 5.47 | -5.77 | -18.89% |
| 2023 | 5.93 | -2.20 | 3.23 | 1.36 | -0.23 | 6.62 | 3.09 | -1.64 | -4.61 | -2.10 | 8.90 | 4.82 | +24.63% |
| 2024 | 1.89 | 5.39 | 3.29 | -4.52 | 4.54 | 1.32 | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.03% | 10.87% | 11.00% | 16.83% | -% |
| Sharpe ratio | 2.48 | 3.12 | 2.07 | 0.31 | - |
| Best month | +5.39% | +5.39% | +8.90% | +8.90% | +12.56% |
| Worst month | -4.52% | -4.52% | -4.61% | -9.04% | -12.18% |
| Maximum loss | -5.53% | -5.53% | -9.78% | -25.01% | - |
| Outperformance | +3.51% | - | +1.89% | - | - |
All quotes in USD
Performance
| YTD | +12.18% | ||
|---|---|---|---|
| 6 Months | +17.28% | ||
| 1 Year | +26.49% | ||
| 3 Years | +29.14% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +83.98% | ||
| Year | |||
| 2023 | +24.63% | ||
| 2022 | -18.89% | ||
| 2021 | +26.79% | ||
| 2020 | +18.52% | ||
