YOU INVEST GREEN progressive EUR (T)/ AT0000A1GMW4 /
| NAV06/06/2024 | Diferencia-0.1200 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 121.1300EUR | -0.10% | reinvestment | Mixed Fund Worldwide | Erste AM ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | -3.05 | -0.41 | 2.90 | 0.91 | -0.30 | -0.88 | 2.66 | 0.26 | -0.17 | -0.11 | -0.77 | 1.81 | +2.74% |
| 2017 | 0.90 | 2.23 | -0.29 | 0.91 | 0.68 | -0.22 | 0.58 | -1.54 | 1.88 | 1.49 | -0.08 | 0.81 | +7.52% |
| 2018 | 2.14 | -2.55 | -2.20 | 0.43 | 1.32 | -1.33 | 1.70 | 0.15 | -0.40 | -4.52 | 0.92 | -5.38 | -9.60% |
| 2019 | 4.78 | 3.11 | -0.15 | 2.13 | -3.03 | 2.66 | 2.76 | -3.25 | 1.97 | 0.07 | 1.78 | 1.13 | +14.54% |
| 2020 | 0.56 | -2.42 | -13.85 | 6.18 | 2.90 | 1.66 | 4.12 | 3.04 | -2.00 | -1.22 | 6.01 | 1.92 | +5.34% |
| 2021 | 1.07 | 1.69 | -0.24 | 2.53 | 0.11 | 1.42 | 1.03 | 1.58 | -2.52 | 2.56 | 0.41 | 1.70 | +11.82% |
| 2022 | -5.10 | -2.59 | 2.57 | -3.85 | -0.56 | -4.55 | 2.81 | -0.26 | -5.94 | -0.15 | 3.23 | -2.79 | -16.36% |
| 2023 | 4.79 | -1.47 | -0.83 | 0.06 | 1.72 | 1.24 | 2.19 | -1.46 | -2.19 | -3.15 | 4.93 | 4.54 | +10.40% |
| 2024 | 0.96 | 1.07 | 1.61 | -1.52 | 1.94 | -0.32 | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 5.22% | 5.05% | 5.62% | 7.65% | 9.05% |
| Índice de Sharpe | 1.00 | 2.04 | 0.91 | -0.42 | 0.01 |
| El mes mejor | +4.54% | +4.54% | +4.93% | +4.93% | +6.18% |
| El mes peor | -1.52% | -1.52% | -3.15% | -5.94% | -13.85% |
| Pérdida máxima | -3.42% | -3.42% | -6.93% | -18.69% | -21.87% |
| Rendimiento superior | -2.52% | - | -3.96% | +1.26% | -4.63% |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| YOU INVEST GREEN progressive EUR... | paying dividend | 103.1200 | +8.88% | +1.74% | |
| YOU INVEST GREEN progressive EUR... | reinvestment | 121.1300 | +8.88% | +1.74% |
Performance
| Año hasta la fecha | +3.75% | ||
|---|---|---|---|
| 6 Meses | +6.78% | ||
| Promedio móvil | +8.88% | ||
| 3 Años | +1.74% | ||
| 5 Años | +20.87% | ||
| 10 Años | - | ||
| Desde el principio | +25.26% | ||
| Año | |||
| 2023 | +10.40% | ||
| 2022 | -16.36% | ||
| 2021 | +11.82% | ||
| 2020 | +5.34% | ||
| 2019 | +14.54% | ||
| 2018 | -9.60% | ||
| 2017 | +7.52% | ||
| 2016 | +2.74% | ||
Dividendos
| 27/03/2024 | 0.00 EUR |
| 30/03/2022 | 1.79 EUR |
| 30/03/2021 | 0.25 EUR |
| 30/03/2020 | 0.03 EUR |
| 28/03/2019 | 0.30 EUR |
| 28/03/2018 | 1.37 EUR |
