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DPAM Equities L Europe Behav.Val.N EUR/  LU1531778642  /

Fonds
NAV2024-10-31 Chg.-0.8800 Type of yield Investment Focus Investment company
60.0800EUR -1.44% reinvestment Equity Europe Degroof Petercam AS ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 2.22 -3.33 -2.79 4.36 -0.50 -1.50 2.17 -2.97 1.04 -7.08 -1.09 -7.52 -16.34%
2019 6.74 3.20 0.79 4.33 -6.85 4.87 0.11 -2.34 3.97 0.93 2.54 0.90 +20.10%
2020 -3.28 -8.19 -20.32 8.26 3.31 3.23 -0.73 3.13 -1.78 -6.81 16.82 1.94 -8.83%
2021 -0.70 3.83 7.55 1.45 2.96 -0.49 0.75 2.75 -2.49 3.72 -4.58 6.41 +22.53%
2022 -0.76 -2.31 -1.11 -0.06 1.68 -9.96 5.73 -4.68 -7.75 7.57 8.05 -1.09 -6.25%
2023 6.07 1.19 -1.95 1.93 -3.45 2.99 2.79 -2.18 -1.30 -5.21 7.54 3.56 +11.75%
2024 -0.39 0.78 4.46 0.22 3.32 -3.77 2.87 0.92 -0.10 -2.23 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.89% 11.97% 10.66% 14.94% 18.17%
Sharpe ratio 0.38 -0.12 1.40 0.07 0.11
Best month +4.46% +3.32% +7.54% +8.05% +16.82%
Worst month -3.77% -3.77% -5.21% -9.96% -20.32%
Maximum loss -8.61% -8.61% -8.61% -22.29% -39.08%
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
DPAM Equities L Europe Behav.Val... reinvestment 60.0800 +18.01% +12.72%
DPAM Equities L Europe Behav.Val... reinvestment 57.4800 +17.04% +9.15%
DPAM Equities L Europe Behav.Val... reinvestment 59.7600 +18.03% +11.93%

Performance

YTD  
+5.96%
6 Months  
+0.82%
1 Year  
+18.01%
3 Years  
+12.72%
5 Years  
+28.29%
10 Years     -
Since start  
+24.11%
Year
2023  
+11.75%
2022
  -6.25%
2021  
+22.53%
2020
  -8.83%
2019  
+20.10%
2018
  -16.34%