Schelcher Convertible Global World Z/ FR0013318805 /
| NAV2024-04-30 | Chg.-1.4600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 195.0800EUR | -0.74% | reinvestment | Bonds Worldwide | Schelcher Prince G. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | -4.46 | 2.06 | -1.23 | 0.80 | -1.31 | 0.11 | -1.77 | 1.89 | -3.05 | -0.92 | - |
| 2022 | -4.93 | -1.45 | -0.82 | -4.21 | -3.70 | -4.03 | 4.81 | -1.06 | -5.51 | 1.69 | 2.86 | -2.27 | -17.62% |
| 2023 | 3.84 | -2.39 | -0.75 | -1.61 | 0.55 | 2.28 | 1.24 | -2.74 | -2.48 | -3.18 | 4.37 | 4.27 | +2.99% |
| 2024 | -1.71 | 0.24 | 1.48 | -2.41 | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 5.46% | 5.91% | 5.80% | 7.57% | -% |
| Sharpe ratio | -2.03 | 1.51 | -0.32 | -1.54 | - |
| Best month | +4.27% | +4.37% | +4.37% | +4.81% | - |
| Worst month | -2.41% | -3.18% | -3.18% | -5.51% | - |
| Maximum loss | -3.42% | -3.53% | -8.17% | -26.27% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | -2.42% | ||
|---|---|---|---|
| 6 Months | +6.18% | ||
| 1 Year | +1.94% | ||
| 3 Years | -21.71% | ||
| 5 Years | - | ||
| Since start | -24.50% | ||
| Year | |||
| 2023 | +2.99% | ||
| 2022 | -17.62% | ||
