Plutos-Gold Strategie Plus - A/ LU1401783144 /
| NAV16/05/2024 | Chg.-0.3000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 36.8700EUR | -0.81% | paying dividend | Mixed Fund Worldwide | 1741 Fund Services ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | -0.84 | -2.94 | 0.60 | 4.38 | -4.50 | -1.34 | -3.70 | 2.06 | - |
| 2018 | -3.25 | -7.22 | 0.26 | 1.99 | 4.12 | -3.80 | -5.23 | -8.83 | -1.87 | -0.23 | -3.12 | 5.91 | -20.20% |
| 2019 | 6.73 | -0.30 | -1.57 | -4.90 | 2.83 | 15.05 | 8.40 | 11.84 | -9.71 | 1.76 | -2.78 | 8.51 | +38.49% |
| 2020 | -3.47 | -11.00 | -14.76 | 36.28 | 5.38 | 9.97 | 16.65 | -2.11 | -6.73 | -3.96 | -7.59 | 7.45 | +17.45% |
| 2021 | -3.03 | -0.10 | -0.67 | -1.43 | 12.36 | -8.99 | -3.33 | -3.36 | -5.22 | 6.36 | -0.45 | -4.68 | -13.34% |
| 2022 | -6.78 | 11.29 | 7.14 | -4.58 | -8.53 | -11.39 | 5.69 | -4.90 | -5.63 | 4.74 | 6.55 | -4.67 | -13.26% |
| 2023 | 4.19 | -11.17 | 2.66 | -1.13 | -3.54 | -4.34 | 4.32 | -8.49 | -2.00 | -0.06 | 5.08 | 0.31 | -14.57% |
| 2024 | -7.61 | 2.16 | 14.86 | 1.08 | 3.25 | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 20.63% | 20.58% | 19.73% | 22.91% | 29.93% |
| Sharpe ratio | 1.73 | 2.11 | -0.01 | -0.68 | -0.01 |
| Best month | +14.86% | +14.86% | +14.86% | +14.86% | +36.28% |
| Worst month | -7.61% | -7.61% | -8.49% | -11.39% | -14.76% |
| Maximum loss | -10.05% | -13.20% | -17.81% | -47.03% | -51.47% |
| Outperformance | +15.18% | - | +52.25% | +15.45% | - |
All quotes in EUR
Performance
| YTD | +13.13% | ||
|---|---|---|---|
| 6 Months | +21.16% | ||
| 1 Year | +3.57% | ||
| 3 Years | -31.26% | ||
| 5 Years | +19.59% | ||
| 10 Years | - | ||
| Since start | -16.24% | ||
| Year | |||
| 2023 | -14.57% | ||
| 2022 | -13.26% | ||
| 2021 | -13.34% | ||
| 2020 | +17.45% | ||
| 2019 | +38.49% | ||
| 2018 | -20.20% | ||
