Jyske Invest Stable Strategy EUR/ DK0016262058 /
| NAV17/05/2024 | Var.-0.2907 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 181.1319EUR | -0.16% | reinvestment | Mixed Fund Worldwide | Jyske Inv. Fund M. ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2001 | - | - | - | - | - | -1.16 | -2.84 | -3.75 | -3.49 | 3.58 | 3.47 | -0.12 | - |
| 2002 | 0.48 | 0.27 | -0.73 | -1.12 | -1.36 | -3.09 | -0.56 | 1.51 | -2.74 | 2.75 | 1.17 | -2.46 | -5.88% |
| 2003 | -0.93 | 0.59 | -0.74 | 2.00 | -0.06 | 1.96 | -0.58 | 2.66 | -1.70 | 1.01 | -0.96 | -0.10 | +3.08% |
| 2004 | 1.79 | 0.95 | 1.00 | -1.12 | -1.07 | 0.67 | 0.84 | 0.96 | -0.02 | -0.10 | -0.63 | 0.20 | +3.49% |
| 2005 | 1.98 | 0.35 | -0.42 | -2.61 | 3.47 | 2.10 | 0.98 | 0.61 | 2.28 | -1.64 | 1.79 | 1.36 | +10.56% |
| 2006 | 2.21 | 0.38 | -0.14 | 0.43 | -1.98 | 0.50 | 1.37 | 0.85 | 0.77 | 0.78 | 0.66 | 1.16 | +7.15% |
| 2007 | -0.09 | 0.20 | 0.51 | 1.00 | 0.46 | -0.22 | 0.09 | -0.20 | 2.27 | 1.25 | -0.98 | 0.45 | +4.80% |
| 2008 | -1.62 | 0.39 | -1.41 | 0.39 | -0.10 | -1.07 | -0.02 | 0.11 | -3.71 | -8.04 | -1.46 | 3.15 | -12.97% |
| 2009 | -2.29 | -3.17 | 1.11 | 3.48 | 1.96 | 2.62 | 3.09 | 1.87 | 2.43 | -0.16 | 1.15 | 0.40 | +12.96% |
| 2010 | -0.01 | 0.88 | 2.15 | 0.15 | -1.31 | 0.00 | 1.61 | 0.86 | 2.54 | 1.20 | -0.01 | 0.60 | +8.96% |
| 2011 | -0.28 | 0.71 | 0.41 | 0.98 | 1.14 | -0.57 | 1.25 | -1.05 | -1.10 | 1.21 | -0.80 | 1.52 | +3.42% |
| 2012 | 1.52 | 1.62 | 0.18 | 0.26 | -0.59 | 0.81 | 2.30 | 0.49 | 1.26 | -0.07 | 0.58 | -0.04 | +8.57% |
| 2013 | 0.48 | 0.66 | 0.68 | 1.85 | -0.17 | -2.90 | 1.09 | -1.42 | 1.67 | 2.15 | 0.88 | -0.11 | +4.85% |
| 2014 | 0.30 | 1.02 | 0.04 | 0.02 | 1.73 | 0.91 | 0.37 | 1.47 | -0.39 | 0.67 | 0.84 | 0.27 | +7.47% |
| 2015 | 1.55 | 1.06 | 0.62 | 0.34 | -0.70 | -0.91 | 1.20 | -2.38 | -0.72 | 2.32 | 0.98 | -0.95 | +2.35% |
| 2016 | -2.04 | 0.95 | 1.53 | -0.64 | 1.33 | 0.31 | 2.17 | 0.24 | -0.50 | -0.49 | -2.01 | 0.61 | +1.39% |
| 2017 | 0.35 | 1.52 | 0.11 | 0.29 | 0.82 | 0.09 | 0.63 | 0.50 | -0.57 | 1.52 | -0.24 | 0.22 | +5.34% |
| 2018 | 0.26 | -1.18 | -1.29 | 0.49 | -0.79 | -0.79 | 0.44 | -0.11 | -0.07 | -2.27 | 0.15 | -1.78 | -6.76% |
| 2019 | 3.05 | 1.06 | 1.53 | 0.19 | -0.37 | 2.36 | 0.39 | 0.71 | -0.30 | 0.10 | 0.05 | -0.27 | +8.78% |
| 2020 | 1.07 | -1.81 | -5.76 | 2.69 | 1.33 | 0.86 | 1.69 | 0.93 | -1.19 | -0.62 | 3.24 | 1.28 | +3.46% |
| 2021 | -0.17 | -1.82 | 0.84 | 1.31 | 0.18 | 1.01 | 0.86 | 0.64 | -1.84 | 0.46 | 0.54 | 0.73 | +2.72% |
| 2022 | -3.06 | -2.53 | -0.22 | -3.64 | -1.24 | -4.47 | 4.20 | -3.04 | -5.26 | 1.19 | 2.45 | -1.68 | -16.39% |
| 2023 | 2.52 | -1.31 | 1.23 | 0.61 | -0.02 | 0.42 | 0.83 | -0.27 | -2.13 | -1.32 | 4.05 | 3.11 | +7.79% |
| 2024 | 0.29 | 0.06 | 1.47 | -1.63 | 1.77 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 4.07% | 4.10% | 4.64% | 5.97% | 6.62% |
| Indice di Sharpe | 0.36 | 2.15 | 0.54 | -0.96 | -0.57 |
| Mese migliore | +3.11% | +4.05% | +4.05% | +4.20% | +4.20% |
| Mese peggiore | -1.63% | -1.63% | -2.13% | -5.26% | -5.76% |
| Perdita massima | -2.16% | -2.16% | -4.83% | -19.46% | -19.46% |
| Outperformance | -1.19% | - | -1.14% | +5.88% | +4.59% |
Tutte le quotazioni in EUR
Prestazione
| YTD | +1.94% | ||
|---|---|---|---|
| 6 mesi | +6.07% | ||
| 1 anno | +6.31% | ||
| 3 anni | -5.59% | ||
| 5 anni | +0.34% | ||
| 10 anni | +13.90% | ||
| Dall'inizio | +75.74% | ||
| Anno | |||
| 2023 | +7.79% | ||
| 2022 | -16.39% | ||
| 2021 | +2.72% | ||
| 2020 | +3.46% | ||
| 2019 | +8.78% | ||
| 2018 | -6.76% | ||
| 2017 | +5.34% | ||
| 2016 | +1.39% | ||
| 2015 | +2.35% | ||
