Börsebius Bosses Follower Fund/ DE000A2JF7G9 /
| NAV26/08/2024 | Diferencia-0.2600 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 113.0300EUR | -0.23% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | -0.19 | -0.31 | -0.64 | -1.74 | -1.39 | -4.66 | - |
| 2019 | 4.29 | 0.55 | -0.58 | 4.61 | -4.11 | 3.02 | -0.84 | -1.14 | 1.35 | 1.89 | 1.63 | 2.52 | +13.63% |
| 2020 | -1.83 | -5.96 | -11.80 | 7.69 | 7.23 | 2.74 | -0.32 | 2.30 | -0.75 | -4.94 | 16.01 | 4.86 | +13.05% |
| 2021 | 3.36 | 1.47 | 3.85 | 2.83 | 0.89 | 1.06 | 0.65 | 3.00 | -4.10 | 1.99 | -3.32 | 2.46 | +14.71% |
| 2022 | -3.49 | -2.17 | -0.87 | -3.56 | -2.62 | -10.37 | 5.06 | -6.92 | -9.37 | 4.77 | 10.11 | -3.08 | -21.92% |
| 2023 | 6.75 | 0.20 | -1.42 | 1.66 | -2.06 | -0.16 | 2.91 | -1.86 | -4.73 | -3.47 | 6.72 | 3.53 | +7.56% |
| 2024 | -2.26 | -1.29 | 5.43 | -3.26 | 4.26 | -2.17 | 1.06 | -0.55 | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 9.69% | 9.81% | 10.44% | 14.26% | 14.50% |
| Índice de Sharpe | -0.22 | 0.54 | 0.03 | -0.69 | 0.01 |
| El mes mejor | +5.43% | +5.43% | +6.72% | +10.11% | +16.01% |
| El mes peor | -3.26% | -3.26% | -4.73% | -10.37% | -11.80% |
| Pérdida máxima | -7.42% | -7.42% | -9.57% | -34.16% | -34.16% |
| Rendimiento superior | -2.26% | - | +3.20% | +10.74% | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +0.88% | ||
|---|---|---|---|
| 6 Meses | +4.30% | ||
| Promedio móvil | +3.82% | ||
| 3 Años | -17.67% | ||
| 5 Años | +19.95% | ||
| 10 Años | - | ||
| Desde el principio | +13.03% | ||
| Año | |||
| 2023 | +7.56% | ||
| 2022 | -21.92% | ||
| 2021 | +14.71% | ||
| 2020 | +13.05% | ||
| 2019 | +13.63% | ||
