NAV2024-11-04 Chg.-0.5700 Type of yield Investment Focus Investment company
133.1300EUR -0.43% 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 0.75 0.70 1.43 -0.71 -0.08 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.56% 12.68% 10.97% -% -%
Sharpe ratio 1.42 1.12 2.20 - -
Best month +4.86% +3.82% +8.17% - -
Worst month -3.25% -0.71% -3.25% - -
Maximum loss -8.68% -8.68% -8.68% - -
Outperformance - - - - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Evergreen Sust.Wo.St.R reinvestment 131.7600 +26.39% -
Evergreen Sust.Wo.St.E reinvestment 133.1300 +27.00% -

Performance

YTD  
+16.16%
6 Months  
+8.26%
1 Year  
+27.00%
3 Years     -
5 Years     -
10 Years     -
Since start  
+33.13%
Year
2023  
+22.85%