DuoPlus V/ DE000A2DP537 /
| NAV2024-11-07 | Chg.+0.6900 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 86.8700EUR | +0.80% | reinvestment | Mixed Fund Euroland | HANSAINVEST ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | - | - | -4.81 | - |
| 2018 | 4.70 | -3.19 | -1.21 | -0.36 | 0.75 | -0.35 | 1.47 | -2.23 | -0.14 | -2.40 | -0.04 | -1.26 | -4.41% |
| 2019 | 0.83 | 1.17 | 0.82 | 2.64 | -3.84 | 3.08 | -0.29 | -0.78 | 2.71 | 0.98 | 2.00 | 0.90 | +10.49% |
| 2020 | -2.19 | -6.05 | -9.56 | 1.01 | 1.17 | 0.99 | -0.64 | 1.08 | -1.00 | -3.03 | 5.88 | 1.08 | -11.49% |
| 2021 | -1.22 | 2.05 | 4.64 | 0.46 | 1.63 | 1.56 | 0.49 | 2.10 | -1.93 | 0.76 | -2.29 | 1.99 | +10.51% |
| 2022 | -3.03 | -2.76 | -4.63 | -1.50 | -0.91 | -3.97 | 2.10 | -3.09 | -3.48 | 1.38 | 2.43 | -1.61 | -17.76% |
| 2023 | 5.64 | 0.49 | -2.08 | 1.06 | -2.50 | 1.77 | 2.38 | -1.86 | -3.35 | -2.63 | 2.97 | 2.65 | +4.19% |
| 2024 | -0.19 | 0.30 | 3.53 | -0.67 | 3.97 | -5.12 | 2.54 | 0.79 | 0.92 | -1.77 | 1.06 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.44% | 9.40% | 8.05% | 8.77% | 9.34% |
| Sharpe ratio | 0.36 | -0.37 | 0.91 | -0.81 | -0.58 |
| Best month | +3.97% | +3.97% | +3.97% | +5.64% | +5.88% |
| Worst month | -5.12% | -5.12% | -5.12% | -5.12% | -9.56% |
| Maximum loss | -8.06% | -8.06% | -8.06% | -21.70% | -23.23% |
| Outperformance | -8.03% | - | -8.36% | -11.19% | - |
All quotes in EUR
Performance
| YTD | +5.16% | ||
|---|---|---|---|
| 6 Months | -0.22% | ||
| 1 Year | +10.35% | ||
| 3 Years | -11.60% | ||
| 5 Years | -11.13% | ||
| 10 Years | - | ||
| Since start | -13.13% | ||
| Year | |||
| 2023 | +4.19% | ||
| 2022 | -17.76% | ||
| 2021 | +10.51% | ||
| 2020 | -11.49% | ||
| 2019 | +10.49% | ||
| 2018 | -4.41% | ||
