Lyxor ST.Europe 600 Financial Serv.UE A./ LU1834984798 /
NAV09/05/2024 | Chg.-0.4430 | Type de rendement | Focus sur l'investissement | Société de fonds |
---|---|---|---|---|
103.7837EUR | -0.43% | reinvestment | Equity Europe | Amundi Asset Mgmt. ▶ |
Performance mensuelle
janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2019 | - | 1.70 | 2.50 | 7.17 | -2.99 | 3.96 | 2.79 | -0.43 | 6.46 | -0.22 | 3.10 | 4.56 | +32.57% |
2020 | 1.13 | -7.67 | -18.18 | 10.05 | 6.00 | 4.11 | 1.39 | 2.62 | -3.39 | -4.87 | 16.18 | 3.39 | +6.56% |
2021 | 1.25 | 3.77 | 1.29 | 2.94 | 3.14 | 1.58 | 5.59 | 1.62 | -5.68 | 7.66 | -2.36 | 3.71 | +26.65% |
2022 | -7.49 | -6.21 | 5.57 | -6.46 | -1.05 | -10.71 | 11.57 | -7.02 | -7.73 | 4.49 | 7.01 | -5.51 | -23.44% |
2023 | 7.82 | 3.31 | -4.33 | 1.96 | -1.72 | 1.06 | 5.46 | 0.03 | -0.62 | -5.40 | 12.95 | 7.41 | +29.86% |
2024 | 0.32 | 0.73 | 4.44 | -5.08 | 3.86 | - | - | - | - | - | - | - | - |
Valeurs calculées
CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
---|---|---|---|---|---|
Volatilité | 13.29% | 12.92% | 13.78% | 20.23% | 22.52% |
Ratio de Sharpe | 0.61 | 3.32 | 1.57 | 0.11 | 0.33 |
Le meilleur mois | +7.41% | +12.95% | +12.95% | +12.95% | +16.18% |
Le plus défavorable mois | -5.08% | -5.08% | -5.40% | -10.71% | -18.18% |
Perte maximale | -6.84% | -6.84% | -7.86% | -31.77% | -42.21% |
Surperformance | +3.01% | - | +7.15% | - | - |
Toutes les cotations dans EUR
Tranches
Nom | Type de rendement | Prix de rachat | 1 An | 3 Ans | |
---|---|---|---|---|---|
Lyxor ST.Europe 600 Financial Se... | reinvestment | 103.7837 | +25.47% | +19.53% | |
Lyxor ST.Europe 600 Financial Se... | paying dividend | 158.8735 | +25.46% | +19.50% |
Performance
CAD | +4.04% | ||
---|---|---|---|
6 Mois | +20.83% | ||
1 An | +25.47% | ||
3 Ans | +19.53% | ||
5 Ans | +69.78% | ||
10 ans | - | ||
Depuis le début | +85.08% | ||
Année | |||
2023 | +29.86% | ||
2022 | -23.44% | ||
2021 | +26.65% | ||
2020 | +6.56% | ||
2019 | +32.57% |