Garwin Flex C EUR/ FR0010785709 /
| NAV17/07/2024 | Diferencia-0.7700 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 119.8900EUR | -0.64% | reinvestment | Mixed Fund Worldwide | Zenith AM ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | - | - | 1.01 | 1.49 | 1.20 | - |
| 2020 | 0.12 | -2.11 | -6.87 | 4.96 | 2.59 | 1.57 | 2.35 | 1.59 | -1.41 | -0.52 | 3.31 | 1.25 | +6.49% |
| 2021 | 0.42 | 0.85 | 2.32 | 0.35 | 0.40 | 0.96 | 1.56 | 0.03 | -2.65 | 1.99 | 0.19 | -0.27 | +6.23% |
| 2022 | -1.93 | -2.49 | 0.72 | -2.76 | -1.50 | -3.28 | 2.87 | -2.04 | -2.46 | 1.46 | 1.45 | -2.03 | -11.54% |
| 2023 | 2.38 | -0.57 | -2.21 | 0.56 | -0.01 | 1.27 | 1.55 | -1.04 | -0.81 | -3.69 | 3.45 | - | +0.68% |
| 2024 | 4.50 | 1.16 | 2.39 | -1.64 | 1.16 | 2.38 | 0.59 | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 5.93% | 5.01% | 5.94% | 5.58% | -% |
| Índice de Sharpe | - | 2.84 | 1.17 | -0.72 | - |
| El mes mejor | +2.39% | +4.50% | +4.50% | +4.50% | +4.96% |
| El mes peor | -1.64% | -1.64% | -3.69% | -3.69% | -6.87% |
| Pérdida máxima | -2.56% | -2.56% | -5.81% | -16.22% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +10.91% | ||
|---|---|---|---|
| 6 Meses | +8.57% | ||
| Promedio móvil | +10.62% | ||
| 3 Años | -1.05% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +15.41% | ||
| Año | |||
| 2023 | +0.68% | ||
| 2022 | -11.54% | ||
| 2021 | +6.23% | ||
| 2020 | +6.49% | ||
