F.U.S. Eq.UCITS ETF USD/ IE00BF2B0P08 /
| NAV2024-11-14 | Chg.-0.4200 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 58.9200USD | -0.71% | reinvestment | Equity ETF Stocks | Franklin Templeton ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | - | - | - | - | - | - | - | 2.08 | 4.76 | 0.94 | - |
| 2018 | 4.07 | -3.33 | -1.21 | -0.40 | 2.42 | 0.56 | 3.40 | 3.69 | 0.46 | -5.50 | 2.55 | -8.29 | -2.39% |
| 2019 | 7.14 | 4.00 | 1.94 | 2.48 | -5.69 | 6.27 | 1.54 | -0.71 | 2.21 | 1.22 | 2.74 | 2.61 | +28.25% |
| 2020 | -1.46 | -7.90 | -12.83 | 10.89 | 5.11 | 0.09 | 5.35 | 5.46 | -2.14 | -2.56 | 9.92 | 2.50 | +10.16% |
| 2021 | -1.81 | 1.71 | 6.12 | 3.93 | 1.20 | 2.18 | 2.80 | 2.01 | -5.83 | 5.83 | -0.28 | 6.31 | +26.18% |
| 2022 | -5.60 | -2.87 | 3.63 | -4.64 | 0.59 | -5.86 | 6.41 | -3.57 | -7.97 | 10.31 | 6.66 | -4.35 | -8.83% |
| 2023 | 3.67 | -2.87 | 2.82 | 0.83 | -3.34 | 6.27 | 3.40 | -1.52 | -3.75 | -2.25 | 6.20 | 5.01 | +14.57% |
| 2024 | 1.06 | 3.83 | 4.44 | -4.90 | 2.56 | 1.12 | 3.40 | 2.18 | 1.05 | -2.30 | 2.68 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.15% | 10.73% | 10.11% | 14.47% | 18.86% |
| Sharpe ratio | 1.51 | 1.20 | 1.98 | 0.32 | 0.46 |
| Best month | +5.01% | +3.40% | +6.20% | +10.31% | +10.89% |
| Worst month | -4.90% | -2.30% | -4.90% | -7.97% | -12.83% |
| Maximum loss | -5.36% | -5.16% | -5.36% | -19.22% | -33.58% |
| Outperformance | -2.17% | - | -4.80% | +8.92% | - |
All quotes in USD
Performance
| YTD | +15.78% | ||
|---|---|---|---|
| 6 Months | +7.73% | ||
| 1 Year | +23.03% | ||
| 3 Years | +24.88% | ||
| 5 Years | +74.22% | ||
| 10 Years | - | ||
| Since start | +133.25% | ||
| Year | |||
| 2023 | +14.57% | ||
| 2022 | -8.83% | ||
| 2021 | +26.18% | ||
| 2020 | +10.16% | ||
| 2019 | +28.25% | ||
| 2018 | -2.39% | ||
