PRIVACON AKTIEN EM/ DE000A14N7Z0 /
| NAV06/06/2024 | Diferencia+0.6700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 117.4000EUR | +0.57% | paying dividend | Equity Worldwide | Monega KAG ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | - | - | - | - | - | - | - | - | - | - | - | 3.70 | - |
| 2017 | 1.03 | 2.97 | 0.85 | 0.60 | -0.14 | -1.61 | -0.02 | -1.56 | 2.30 | 2.97 | -0.29 | 0.52 | +7.74% |
| 2018 | 1.92 | -2.32 | -3.81 | 3.65 | 2.13 | -1.37 | 1.75 | 0.67 | 1.02 | -5.85 | 0.67 | -4.44 | -6.28% |
| 2019 | 3.47 | 1.71 | 1.79 | 2.58 | -5.34 | 3.71 | 2.13 | -1.28 | 2.87 | 0.24 | 2.98 | 1.70 | +17.46% |
| 2020 | -0.68 | -8.66 | -9.45 | 3.41 | 0.01 | -4.94 | -0.15 | 3.06 | -0.86 | -0.17 | 7.25 | 1.01 | -10.89% |
| 2021 | 0.71 | 0.76 | 3.61 | 2.75 | -0.07 | 4.28 | 0.70 | 2.29 | -2.75 | 5.02 | -0.39 | 2.53 | +20.96% |
| 2022 | -6.89 | -2.02 | 3.50 | -4.19 | -1.05 | -4.63 | 5.74 | -3.76 | -4.31 | 0.83 | 1.16 | -5.20 | -19.61% |
| 2023 | 6.26 | -2.20 | -1.94 | -0.94 | 1.60 | 2.78 | 4.75 | -3.86 | -0.93 | -3.58 | 5.36 | 3.24 | +10.31% |
| 2024 | -0.74 | 2.77 | 1.95 | 0.45 | -1.83 | 1.11 | - | - | - | - | - | - | - |
Meses individuales: Dividendos no considerados
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.63% | 10.42% | 10.85% | 12.44% | 13.25% |
| Índice de Sharpe | 0.48 | 0.80 | 0.33 | -0.25 | -0.13 |
| El mes mejor | +3.24% | +3.24% | +5.36% | +6.26% | +7.25% |
| El mes peor | -1.83% | -1.83% | -3.86% | -6.89% | -9.45% |
| Pérdida máxima | -5.31% | -5.31% | -8.19% | -21.28% | -26.89% |
| Rendimiento superior | +1.32% | - | +2.01% | -0.78% | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +3.68% | ||
|---|---|---|---|
| 6 Meses | +5.84% | ||
| Promedio móvil | +7.28% | ||
| 3 Años | +2.01% | ||
| 5 Años | +10.74% | ||
| 10 Años | - | ||
| Desde el principio | +21.73% | ||
| Año | |||
| 2023 | +10.31% | ||
| 2022 | -19.61% | ||
| 2021 | +20.96% | ||
| 2020 | -10.89% | ||
| 2019 | +17.46% | ||
| 2018 | -6.28% | ||
| 2017 | +7.74% | ||
Dividendos
| 18/10/2023 | 1.86 EUR |
| 19/10/2020 | 0.06 EUR |
| 18/10/2019 | 0.38 EUR |
| 19/10/2018 | 0.67 EUR |
| 02/01/2018 | 0.37 EUR |
| 20/10/2017 | 1.77 EUR |
