Börsebius Bosses Follower Fund/ DE000A2JF7G9 /
| NAV2024-07-22 | Chg.+0.2500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 112.4300EUR | +0.22% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | 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 | -0.03 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.13% | 8.75% | 10.04% | 14.16% | 14.47% |
| Sharpe ratio | -0.34 | 0.43 | -0.24 | -0.64 | -0.05 |
| Best month | +5.43% | +5.43% | +6.72% | +10.11% | +16.01% |
| Worst month | -3.26% | -3.26% | -4.73% | -10.37% | -11.80% |
| Maximum loss | -4.97% | -4.97% | -11.25% | -34.16% | -34.16% |
| Outperformance | -2.26% | - | +3.20% | +10.74% | - |
All quotes in EUR
Performance
| YTD | +0.35% | ||
|---|---|---|---|
| 6 Months | +3.64% | ||
| 1 Year | +1.24% | ||
| 3 Years | -15.10% | ||
| 5 Years | +15.49% | ||
| 10 Years | - | ||
| Since start | +12.43% | ||
| Year | |||
| 2023 | +7.56% | ||
| 2022 | -21.92% | ||
| 2021 | +14.71% | ||
| 2020 | +13.05% | ||
| 2019 | +13.63% | ||
