Lyxor PEA Im.Europe(FTSE EPRA/N.)UE Ca./ FR0011869304 /
| NAV24.05.2024 | Diff.-0,0192 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 12,3431EUR | -0,16% | thesaurierend | Immobilien Europa | Amundi Asset Mgmt. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 3,72 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 17,13% | 18,10% | 22,44% | 23,58% | 23,34% |
| Sharpe Ratio | -0,41 | 1,00 | 0,77 | -0,47 | -0,29 |
| Bester Monat | +10,53% | +13,86% | +13,86% | +13,86% | +13,86% |
| Schlechtester Monat | -7,76% | -7,76% | -7,76% | -16,66% | -21,37% |
| Maximaler Verlust | -9,90% | -11,43% | -12,39% | -46,47% | -46,47% |
| Outperformance | -3,35% | - | +0,64% | +8,35% | - |
Alle Kurse in EUR
Performance
| lfd. Jahr | -1,24% | ||
|---|---|---|---|
| 6 Monate | +10,35% | ||
| 1 Jahr | +21,08% | ||
| 3 Jahre | -20,01% | ||
| 5 Jahre | -13,88% | ||
| 10 Jahre | - | ||
| seit Beginn | +6,20% | ||
| Jahr | |||
| 2023 | +16,13% | ||
| 2022 | -37,03% | ||
| 2021 | +17,59% | ||
| 2020 | -10,78% | ||
| 2019 | +28,43% | ||
| 2018 | -8,44% | ||
| 2017 | +12,49% | ||
