NAV2024-07-22 Chg.+1.6000 Type of yield Investment Focus Investment company
131.0600EUR +1.24% reinvestment Equity Worldwide Universal-Investment 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - - - - - - -6.71 -
2023 5.68 0.76 2.31 -0.14 3.10 2.43 0.99 0.30 -3.33 -3.08 8.17 4.16 +22.85%
2024 2.59 4.86 1.92 -3.25 3.32 3.82 0.51 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.16% 9.27% 9.80% -% -%
Sharpe ratio 2.59 2.34 1.93 - -
Best month +4.86% +4.86% +8.17% - -
Worst month -3.25% -3.25% -3.33% - -
Maximum loss -5.01% -5.01% -8.11% - -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Evergreen Sust.Wo.St.R reinvestment 130.5500 +22.47% -
Evergreen Sust.Wo.St.E reinvestment 131.0600 +22.47% -

Performance

YTD  
+14.35%
6 Months  
+11.95%
1 Year  
+22.47%
3 Years     -
5 Years     -
10 Years     -
Since start  
+31.06%
Year
2023  
+22.85%