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Winton Trend Fund (UCITS) I/  IE00BG382R37  /

Fonds
NAV2024-09-17 Chg.-0.7590 Type of yield Investment Focus Investment company
137.4120EUR -0.55% reinvestment Alternative Investments Worldwide Winton Capital M. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - - - - 2.85 -0.95 -4.06 -1.55 1.57 -
2019 -3.18 -0.67 4.13 1.36 1.13 1.95 2.81 7.55 -6.35 -3.90 0.06 0.19 +4.40%
2020 0.43 -0.59 4.59 -2.04 -1.82 -1.19 1.34 0.21 -2.56 -1.12 2.52 5.34 +4.85%
2021 0.34 3.79 1.12 2.67 1.54 -1.43 0.39 0.04 0.64 3.15 -5.56 0.61 +7.21%
2022 1.65 3.26 7.23 4.57 -0.55 0.94 -4.94 3.63 5.60 -1.65 -4.34 0.59 +16.33%
2023 -1.29 0.65 -3.37 1.83 1.45 3.57 -0.36 -0.67 2.36 0.47 -2.87 -0.83 +0.70%
2024 1.73 3.61 2.66 2.42 -0.73 -1.93 -2.15 -3.36 1.61 - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.07% 8.77% 7.74% 8.80% 9.25%
Sharpe ratio 0.21 -1.12 -0.41 0.29 0.27
Best month +3.61% +2.66% +3.61% +7.23% +7.23%
Worst month -3.36% -3.36% -3.36% -5.56% -6.35%
Maximum loss -9.10% -9.10% -9.10% -11.45% -11.45%
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Winton Trend Fund (UCITS) I reinvestment 137.4120 +0.32% +19.37%
Winton Trend Fund (UCITS) I reinvestment 152.5200 +1.81% -

Performance

YTD  
+3.66%
6 Months
  -3.22%
1 Year  
+0.32%
3 Years  
+19.37%
5 Years  
+33.94%
10 Years     -
Since start  
+37.41%
Year
2023  
+0.70%
2022  
+16.33%
2021  
+7.21%
2020  
+4.85%
2019  
+4.40%