NAV04/11/2024 Chg.-0.5700 Type of yield Investment Focus Investment company
131.7600EUR -0.43% reinvestment Equity Worldwide Universal-Investment 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - - - - - - -6.76 -
2023 5.64 0.70 2.26 -0.18 3.05 2.37 0.95 0.26 -3.40 -3.12 8.12 4.18 +22.22%
2024 2.53 4.81 1.89 -2.81 3.27 3.78 0.68 0.63 0.94 -0.77 -0.09 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 11.59% 12.74% 11.01% -% -%
Sharpe ratio 1.36 0.97 2.13 - -
Best month +4.81% +3.78% +8.12% - -
Worst month -2.81% -0.77% -2.81% - -
Maximum loss -8.73% -8.73% -8.73% - -
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  
+15.62%
6 Months  
+7.44%
1 Year  
+26.39%
3 Years     -
5 Years     -
10 Years     -
Since start  
+31.76%
Year
2023  
+22.22%