YOU INVEST GREEN progressive EUR (T)/ AT0000A1GMW4 /
| NAV03/05/2024 | Var.-0.7300 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 118.6700EUR | -0.61% | reinvestment | Mixed Fund Worldwide | Erste AM ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | -0.45 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 5.42% | 5.44% | 5.65% | 7.72% | 9.09% |
| Indice di Sharpe | 0.22 | 3.27 | 0.82 | -0.51 | -0.11 |
| Mese migliore | +4.54% | +4.93% | +4.93% | +4.93% | +6.18% |
| Mese peggiore | -1.52% | -1.52% | -3.15% | -5.94% | -13.85% |
| Perdita massima | -3.42% | -3.42% | -6.93% | -18.69% | -21.87% |
| Outperformance | -2.52% | - | -3.96% | +1.26% | -4.63% |
Tutte le quotazioni in EUR
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| YOU INVEST GREEN progressive EUR... | paying dividend | 101.0200 | +8.44% | -0.35% | |
| YOU INVEST GREEN progressive EUR... | reinvestment | 118.6700 | +8.43% | -0.35% |
Prestazione
| YTD | +1.65% | ||
|---|---|---|---|
| 6 mesi | +10.19% | ||
| 1 anno | +8.43% | ||
| 3 anni | -0.35% | ||
| 5 anni | +15.15% | ||
| Dall'inizio | +22.71% | ||
| Anno | |||
| 2023 | +10.40% | ||
| 2022 | -16.36% | ||
| 2021 | +11.82% | ||
| 2020 | +5.34% | ||
| 2019 | +14.54% | ||
| 2018 | -9.60% | ||
| 2017 | +7.52% | ||
| 2016 | +2.74% | ||
Dividendi
| 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 |
