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Garwin Flex C EUR/  FR0010785709  /

Fonds
NAV10/29/2024 Chg.+0.0300 Type of yield Investment Focus Investment company
122.2900EUR +0.02% reinvestment Mixed Fund Worldwide Zenith AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 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 0.65 0.07 0.83 1.03 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 6.46% 6.22% 6.45% 5.91% 5.78%
Sharpe ratio - 1.47 2.23 -0.48 0.02
Best month +2.39% +2.38% +4.50% +4.50% +4.96%
Worst month -1.64% -1.64% -3.69% -3.69% -6.87%
Maximum loss -4.69% -4.69% -4.69% -16.22% -16.22%
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+13.13%
6 Months  
+5.92%
1 Year  
+17.41%
3 Years  
+0.68%
5 Years  
+16.90%
10 Years     -
Since start  
+17.72%
Year
2023  
+0.68%
2022
  -11.54%
2021  
+6.23%
2020  
+6.49%