MIF Marine Invest Fund USD/ LI0293937186 /
| NAV30/04/2024 | Var.+2.8700 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 188.3800USD | +1.55% | reinvestment | Equity Worldwide | IFM Indep. Fund M. ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 3.89 | - |
| 2017 | -0.91 | -1.67 | -5.37 | -1.16 | -1.67 | -2.15 | 8.31 | 0.79 | -1.02 | -4.19 | -0.53 | 8.06 | -2.44% |
| 2018 | 3.42 | 2.67 | -3.42 | 4.90 | 1.10 | -2.81 | -0.44 | 0.27 | 4.45 | -5.60 | -6.57 | -10.26 | -12.76% |
| 2019 | 6.79 | 1.02 | 5.52 | 4.55 | -6.08 | 1.75 | -1.86 | -7.79 | 2.63 | 5.03 | 3.14 | 5.96 | +21.23% |
| 2020 | -6.31 | -16.17 | -23.04 | 8.97 | 0.06 | 5.35 | 7.38 | 9.80 | -3.58 | -7.21 | 23.50 | 5.77 | -4.33% |
| 2021 | -5.09 | 5.48 | 4.71 | 0.63 | 2.42 | -1.62 | -6.76 | 1.83 | 7.81 | 0.01 | -11.87 | 2.93 | -1.31% |
| 2022 | -0.32 | 12.35 | 5.96 | -2.16 | 10.66 | -6.89 | 7.93 | 6.11 | -11.37 | 15.95 | 0.28 | -1.29 | +39.36% |
| 2023 | 3.57 | 8.30 | -3.94 | -2.08 | -6.07 | 6.10 | 8.75 | 1.65 | 3.79 | 0.83 | -0.29 | 4.11 | +26.27% |
| 2024 | 0.36 | -3.23 | 3.55 | 7.40 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 13.26% | 14.41% | 15.35% | 19.86% | 24.58% |
| Indice di Sharpe | 1.78 | 1.54 | 1.90 | 0.87 | 0.37 |
| Mese migliore | +7.40% | +7.40% | +8.75% | +15.95% | +23.50% |
| Mese peggiore | -3.23% | -3.23% | -6.07% | -11.87% | -23.04% |
| Perdita massima | -5.02% | -5.60% | -5.60% | -16.67% | -48.10% |
| Outperformance | -9.80% | - | -14.19% | -13.44% | - |
Tutte le quotazioni in USD
Prestazione
| YTD | +8.01% | ||
|---|---|---|---|
| 6 mesi | +12.12% | ||
| 1 anno | +32.54% | ||
| 3 anni | +77.82% | ||
| 5 anni | +82.80% | ||
| Dall'inizio | +91.97% | ||
| Anno | |||
| 2023 | +26.27% | ||
| 2022 | +39.36% | ||
| 2021 | -1.31% | ||
| 2020 | -4.33% | ||
| 2019 | +21.23% | ||
| 2018 | -12.76% | ||
| 2017 | -2.44% | ||
