YOU INVEST GREEN active EUR (T)/ AT0000A11F86 /
NAV17/05/2024 | Diferencia+0.6700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
124.2100EUR | +0.54% | reinvestment | Mixed Fund Worldwide | Erste AM ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | - | - | - | - | - | - | - | - | - | - | - | 0.20 | - |
2014 | -0.94 | 2.08 | 0.16 | 0.41 | 1.65 | 0.75 | 0.76 | 1.19 | 0.13 | -0.61 | 1.46 | 0.31 | +7.55% |
2015 | 1.94 | 1.00 | 0.15 | 1.16 | -1.02 | -2.02 | -0.05 | -3.56 | -1.37 | 2.86 | 0.10 | -2.09 | -3.04% |
2016 | -2.19 | -0.29 | 2.31 | 0.72 | -0.15 | -0.34 | 2.22 | 0.31 | -0.04 | -0.19 | -1.22 | 1.56 | +2.62% |
2017 | 0.88 | 1.91 | -0.26 | 0.76 | 0.58 | -0.07 | 0.48 | -1.11 | 1.46 | 1.13 | -0.15 | 0.57 | +6.31% |
2018 | 1.69 | -2.33 | -1.71 | 0.17 | 0.82 | -1.04 | 1.30 | 0.04 | -0.32 | -3.45 | 0.51 | -4.07 | -8.25% |
2019 | 3.85 | 2.47 | -0.06 | 1.63 | -2.07 | 2.29 | 2.29 | -2.30 | 1.42 | 0.08 | 1.16 | 1.08 | +12.30% |
2020 | 0.66 | -1.47 | -12.07 | 5.04 | 2.94 | 1.43 | 3.18 | 1.86 | -1.46 | -0.69 | 4.57 | 1.52 | +4.43% |
2021 | 0.60 | 0.90 | -0.63 | 2.01 | 0.15 | 1.14 | 0.81 | 1.14 | -1.87 | 1.76 | 0.16 | 1.37 | +7.72% |
2022 | -3.91 | -2.15 | 1.30 | -3.05 | -0.64 | -4.08 | 2.37 | -0.17 | -5.18 | -0.06 | 2.93 | -2.23 | -14.22% |
2023 | 4.09 | -1.53 | -0.35 | 0.21 | 0.98 | 1.19 | 1.60 | -1.11 | -1.84 | -2.23 | 4.00 | 4.04 | +9.13% |
2024 | 0.49 | 0.60 | 1.32 | -1.28 | 1.81 | - | - | - | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 4.16% | 4.03% | 4.42% | 5.83% | 6.93% |
Índice de Sharpe | 1.04 | 3.01 | 1.12 | -0.53 | -0.16 |
El mes mejor | +4.04% | +4.04% | +4.04% | +4.09% | +5.04% |
El mes peor | -1.28% | -1.28% | -2.23% | -5.18% | -12.07% |
Pérdida máxima | -2.63% | -2.63% | -5.31% | -16.54% | -18.53% |
Rendimiento superior | -1.69% | - | -1.94% | +2.49% | +2.04% |
Todas las cotizaciones en EUR
Tramos
Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
---|---|---|---|---|---|
YOU INVEST GREEN active EUR (VTI... | Full reinvestment | 128.0400 | +8.78% | +2.27% | |
YOU INVEST GREEN active EUR (T) | reinvestment | 124.2100 | +8.77% | +2.26% | |
YOU INVEST GREEN active EUR (A) | paying dividend | 101.7300 | +8.77% | +2.27% |
Performance
Año hasta la fecha | +2.95% | ||
---|---|---|---|
6 Meses | +7.61% | ||
Promedio móvil | +8.77% | ||
3 Años | +2.26% | ||
5 Años | +14.28% | ||
10 Años | +23.97% | ||
Desde el principio | +28.12% | ||
Año | |||
2023 | +9.13% | ||
2022 | -14.22% | ||
2021 | +7.72% | ||
2020 | +4.43% | ||
2019 | +12.30% | ||
2018 | -8.25% | ||
2017 | +6.31% | ||
2016 | +2.62% | ||
2015 | -3.04% |
Dividendos
27/03/2024 | 0.00 EUR |
30/03/2022 | 1.52 EUR |
30/03/2021 | 0.35 EUR |
30/03/2020 | 0.02 EUR |
28/03/2019 | 0.35 EUR |
28/03/2018 | 0.47 EUR |
30/03/2016 | 0.12 EUR |
30/03/2015 | 0.72 EUR |
28/03/2014 | 0.07 EUR |