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Evergreen PDI Yin/  DE000A2PMXW3  /

Fonds
NAV2024-10-01 Chg.+0.1300 Type of yield Investment Focus Investment company
106.2200EUR +0.12% reinvestment Mixed Fund Worldwide Universal-Investment ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 0.90 -0.78 -2.49 0.81 0.50 0.58 0.31 0.55 -0.03 -0.53 2.00 0.45 +2.25%
2021 -0.18 -0.24 1.12 0.26 0.10 0.78 0.45 0.48 -1.37 0.54 0.24 0.34 +2.51%
2022 -1.74 -1.36 -0.97 -0.87 -0.30 -0.80 0.10 -0.73 -0.76 0.18 0.55 -0.77 -7.24%
2023 0.82 -0.84 1.10 0.19 -0.25 0.58 0.57 -0.38 -1.10 -0.42 2.33 1.69 +4.32%
2024 -0.12 0.15 0.86 -1.08 0.95 0.71 1.03 0.53 0.86 0.12 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 2.73% 2.81% 2.74% 2.49% -%
Sharpe ratio 0.80 1.43 1.75 -1.08 -
Best month +1.69% +1.03% +2.33% +2.33% +2.33%
Worst month -1.08% -1.08% -1.08% -1.74% -2.49%
Maximum loss -1.36% -1.04% -1.36% -7.78% -
Outperformance +9.94% - - - -
 
All quotes in EUR

Performance

YTD  
+4.07%
6 Months  
+3.58%
1 Year  
+8.04%
3 Years  
+1.75%
5 Years     -
10 Years     -
Since start  
+6.29%
Year
2023  
+4.32%
2022
  -7.24%
2021  
+2.51%
2020  
+2.25%