W&W Nachhaltige Strategie Aktien/ DE000A3CSSW6 /
| NAV9/18/2024 | Chg.-0.2600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 55.6100EUR | -0.47% | paying dividend | Equity Worldwide | LBBW AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | 3.16 | -3.85 | -1.73 | -6.49 | 9.59 | -4.63 | -7.51 | 6.50 | 5.15 | -7.44 | - |
| 2023 | 7.74 | -0.32 | -0.32 | 0.06 | 2.08 | 1.49 | 1.78 | -1.34 | -1.48 | -2.55 | 3.56 | 3.84 | +15.06% |
| 2024 | 1.26 | 3.91 | 3.95 | -3.01 | 4.62 | 2.03 | 2.35 | -0.67 | -1.87 | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.21% | 13.16% | 11.40% | -% | -% |
| Sharpe ratio | 1.24 | 0.74 | 1.10 | - | - |
| Best month | +4.62% | +4.62% | +4.62% | +9.59% | - |
| Worst month | -3.01% | -3.01% | -3.01% | -7.51% | - |
| Maximum loss | -7.66% | -7.66% | -7.66% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +12.97% | ||
|---|---|---|---|
| 6 Months | +6.45% | ||
| 1 Year | +16.03% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +14.88% | ||
| Year | |||
| 2023 | +15.06% | ||
Dividends
| 3/20/2024 | 0.81 EUR |
| 12/6/2023 | 0.13 EUR |
| 3/20/2023 | 0.66 EUR |
