Finreon SGKB Carbon Focus I2/ DE000A3C5CN7 /
| NAV26/08/2024 | Diferencia0.0000 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 106.7200EUR | 0.00% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -3.48 | 2.30 | -3.81 | -2.52 | -5.38 | 10.58 | -3.29 | -7.68 | 6.87 | 3.16 | -8.19 | -13.07% |
| 2023 | 6.37 | -1.09 | 1.29 | 1.39 | 2.50 | 1.92 | 2.09 | -2.50 | -4.15 | -2.29 | 5.73 | 3.16 | +14.79% |
| 2024 | 1.64 | 2.22 | 2.06 | -2.83 | 0.90 | 2.30 | 1.46 | -0.91 | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 10.48% | 10.57% | 10.21% | -% | -% |
| Índice de Sharpe | 0.70 | 0.24 | 0.71 | - | - |
| El mes mejor | +3.16% | +2.30% | +5.73% | +10.58% | - |
| El mes peor | -2.83% | -2.83% | -4.15% | -8.19% | - |
| Pérdida máxima | -7.37% | -7.37% | -8.22% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| Finreon SGKB Carbon Focus I2 | reinvestment | 106.7200 | +10.72% | - | |
| Finreon SGKB Carbon Focus - Ante... | reinvestment | 115.1700 | +10.82% | - | |
| Finreon SGKB Carbon Focus A | reinvestment | 118.1500 | +10.01% | - | |
| Finreon SGKB Carbon Focus - Ante... | reinvestment | 110.3900 | +8.97% | - | |
| Finreon SGKB Carbon Focus I1 | reinvestment | 106.4500 | +10.60% | - | |
| Finreon SGKB Carbon Focus C | reinvestment | 106.5700 | +10.45% | - |
Performance
| Año hasta la fecha | +6.94% | ||
|---|---|---|---|
| 6 Meses | +2.97% | ||
| Promedio móvil | +10.72% | ||
| 3 Años | - | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +6.72% | ||
| Año | |||
| 2023 | +14.79% | ||
| 2022 | -13.07% | ||
