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Exane Overdrive Fund A/  LU0923609118  /

Fonds
NAV09/10/2024 Chg.+45.8516 Type of yield Investment Focus Investment company
18,454.5508USD +0.25% reinvestment Alternative Investments Worldwide Exane AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2014 - - - - - - - - - 1.72 1.00 -0.65 -
2015 2.90 0.77 0.55 2.42 0.07 0.90 2.04 -0.80 0.62 1.01 1.53 1.79 +14.66%
2016 0.39 1.01 1.40 2.46 2.52 -3.02 1.35 3.48 0.46 0.16 -2.25 0.59 +8.69%
2017 1.83 0.15 0.69 -0.66 1.54 1.16 0.70 -1.59 0.52 -1.83 -0.65 1.24 +3.06%
2018 -1.10 0.37 1.61 0.03 1.66 -0.62 0.86 0.81 1.01 1.07 -0.23 -2.34 +3.10%
2019 1.39 0.87 -1.75 0.03 -0.25 -0.47 2.24 2.12 -1.02 -3.22 -0.54 3.76 +2.98%
2020 3.18 -0.71 -2.85 2.33 0.64 5.59 -0.44 -0.36 -0.40 -0.55 6.25 2.42 +15.72%
2021 -1.20 -0.01 -0.16 3.72 -0.52 -0.94 -4.16 2.82 -1.37 -0.30 0.42 -0.56 -2.44%
2022 0.49 -1.30 -2.15 -0.74 0.40 -0.75 3.79 -0.55 2.64 -0.83 2.06 -0.59 +2.33%
2023 3.14 2.23 -2.90 -0.04 0.31 1.93 0.45 -1.36 0.20 -0.96 1.51 2.43 +6.98%
2024 2.50 1.84 1.22 -1.39 -0.94 2.30 1.07 1.81 -0.51 0.99 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.86% 4.59% 4.97% 6.83% 7.40%
Sharpe ratio 1.82 1.05 2.18 0.39 0.38
Best month +2.50% +2.30% +2.50% +3.79% +6.25%
Worst month -1.39% -1.39% -1.39% -2.90% -4.16%
Maximum loss -3.23% -2.59% -3.23% -7.55% -10.56%
Outperformance +12.33% - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Exane Overdrive Fund A reinvestment 17,450.1094 +12.51% +12.28%
Exane Overdrive Fund A reinvestment 18,454.5508 +14.07% +18.71%

Performance

YTD  
+9.15%
6 Months  
+3.96%
1 Year  
+14.07%
3 Years  
+18.71%
5 Years  
+34.17%
10 Years  
+87.53%
Since start  
+84.55%
Year
2023  
+6.98%
2022  
+2.33%
2021
  -2.44%
2020  
+15.72%
2019  
+2.98%
2018  
+3.10%
2017  
+3.06%
2016  
+8.69%
2015  
+14.66%