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Lyxor PEA Im.Europe(FTSE EPRA/N.)UE Ca./  FR0011869304  /

Fonds
NAV2024-05-09 Chg.-0.0109 Type of yield Investment Focus Investment company
12.3022EUR -0.09% reinvestment Real Estate Europe Amundi Asset Mgmt. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2016 - - - - - - - - - - - 5.11 -
2017 -3.30 4.51 0.17 3.64 2.03 -1.91 -0.38 0.38 1.09 1.04 0.70 4.17 +12.49%
2018 -1.04 -5.57 3.54 4.30 0.46 0.26 1.24 0.46 -2.98 -3.08 -0.92 -4.93 -8.44%
2019 10.34 -1.20 4.10 -0.97 -0.39 -2.92 0.51 3.29 4.53 3.09 2.52 3.03 +28.43%
2020 1.66 -7.48 -21.37 3.59 1.49 0.96 1.05 2.12 -1.67 -4.25 12.74 3.78 -10.78%
2021 -2.74 -1.18 3.51 4.90 3.98 0.46 6.55 2.63 -8.50 5.53 0.31 1.84 +17.59%
2022 -2.79 -3.15 0.80 -5.66 -4.22 -15.90 12.43 -10.83 -16.66 3.66 2.44 -1.57 -37.03%
2023 8.88 -1.10 -11.49 5.64 -7.51 -1.40 9.09 -0.95 -3.59 -3.52 13.86 10.53 +16.13%
2024 -2.92 -7.76 8.46 -1.96 3.38 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 16.79% 20.56% 22.48% 23.55% 23.28%
Sharpe ratio -0.49 1.38 0.68 -0.48 -0.29
Best month +10.53% +13.86% +13.86% +13.86% +13.86%
Worst month -7.76% -7.76% -7.76% -16.66% -21.37%
Maximum loss -9.90% -11.43% -12.39% -46.47% -46.47%
Outperformance -3.35% - +0.64% +8.35% -
 
All quotes in EUR

Performance

YTD
  -1.57%
6 Months  
+14.82%
1 Year  
+19.16%
3 Years
  -20.54%
5 Years
  -14.23%
10 Years     -
Since start  
+5.85%
Year
2023  
+16.13%
2022
  -37.03%
2021  
+17.59%
2020
  -10.78%
2019  
+28.43%
2018
  -8.44%
2017  
+12.49%