Lyxor PEA Im.Europe(FTSE EPRA/N.)UE Ca./ FR0011869304 /
NAV23/05/2024 | Var.-0.2585 | Type of yield | Focus sugli investimenti | Società d'investimento |
---|---|---|---|---|
12.3623EUR | -2.05% | reinvestment | Real Estate Europe | Amundi Asset Mgmt. ▶ |
Performance mensile
gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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 | 3.88 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
---|---|---|---|---|---|
Volatilità | 17.21% | 18.10% | 22.50% | 23.59% | 23.34% |
Indice di Sharpe | -0.38 | 1.02 | 0.63 | -0.46 | -0.28 |
Mese migliore | +10.53% | +13.86% | +13.86% | +13.86% | +13.86% |
Mese peggiore | -7.76% | -7.76% | -7.76% | -16.66% | -21.37% |
Perdita massima | -9.90% | -11.43% | -12.39% | -46.47% | -46.47% |
Outperformance | -3.35% | - | +0.64% | +8.35% | - |
Tutte le quotazioni in EUR
Prestazione
YTD | -1.09% | ||
---|---|---|---|
6 mesi | +10.51% | ||
1 anno | +18.04% | ||
3 anni | -19.89% | ||
5 anni | -12.98% | ||
10 anni | - | ||
Dall'inizio | +6.37% | ||
Anno | |||
2023 | +16.13% | ||
2022 | -37.03% | ||
2021 | +17.59% | ||
2020 | -10.78% | ||
2019 | +28.43% | ||
2018 | -8.44% | ||
2017 | +12.49% |