Insight Broad Opportunities Fund B1/ IE00B74XF970 /
| NAV04/11/2024 | Var.+0.0007 | Type of yield | Focus sugli investimenti | Società d'investimento |
|---|---|---|---|---|
| 1.3301EUR | +0.05% | reinvestment | Mixed Fund Worldwide | Insight IM (EU) ▶ |
Performance mensile
| gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2012 | - | - | - | - | - | - | - | - | - | - | 1.23 | 0.22 | - |
| 2013 | 1.79 | 0.11 | 0.86 | 1.70 | -0.31 | -3.55 | 2.05 | -0.40 | 0.88 | 1.92 | 0.23 | 1.18 | +6.52% |
| 2014 | -1.57 | 2.35 | 0.27 | 1.00 | 1.82 | 0.73 | 1.07 | 1.19 | -0.70 | -1.96 | 1.88 | -0.60 | +5.50% |
| 2015 | 2.43 | 1.30 | 0.78 | -0.16 | 0.33 | -2.75 | 0.40 | -3.78 | -0.85 | 1.46 | 0.20 | -1.60 | -2.40% |
| 2016 | -1.84 | 0.34 | 1.38 | 0.63 | 0.01 | 1.05 | 2.05 | 1.15 | -0.83 | -0.57 | -1.44 | 1.65 | +3.55% |
| 2017 | 0.19 | 1.60 | 0.81 | 0.73 | 1.40 | -0.87 | 0.91 | 0.68 | 0.13 | 1.53 | 0.15 | 1.04 | +8.58% |
| 2018 | 1.02 | -3.26 | -1.05 | 1.38 | -0.73 | -0.97 | 1.78 | -0.18 | 0.02 | -3.07 | -0.11 | -1.47 | -6.57% |
| 2019 | 2.52 | 0.54 | 1.11 | 1.32 | -1.04 | 2.53 | 0.87 | 0.84 | -0.04 | 0.23 | 0.66 | 1.17 | +11.19% |
| 2020 | 0.16 | -4.96 | -7.93 | 2.68 | 0.73 | 1.33 | 2.14 | 1.08 | -1.45 | -0.43 | 4.60 | 2.00 | -0.71% |
| 2021 | -0.03 | -0.41 | 0.73 | 2.01 | 0.91 | 0.76 | 0.15 | 0.98 | -1.34 | 1.41 | -0.92 | 2.02 | +6.38% |
| 2022 | -2.90 | -0.58 | 0.62 | -1.91 | -0.67 | -3.85 | 1.23 | -0.58 | -3.06 | 0.06 | 1.41 | -1.15 | -10.94% |
| 2023 | 1.56 | -1.10 | -0.16 | 0.85 | -0.43 | 0.65 | 1.39 | -1.28 | -1.79 | -1.59 | 3.64 | 2.12 | +3.77% |
| 2024 | 0.77 | 1.61 | 2.48 | -0.85 | 0.86 | 1.38 | 0.08 | -0.44 | -0.17 | -1.02 | -0.29 | - | - |
Calculated values
| YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
|---|---|---|---|---|---|
| Volatilità | 6.36% | 7.09% | 6.19% | 5.77% | 6.38% |
| Indice di Sharpe | 0.35 | -0.57 | 0.92 | -0.72 | -0.38 |
| Mese migliore | +2.48% | +1.38% | +3.64% | +3.64% | +4.60% |
| Mese peggiore | -1.02% | -1.02% | -1.02% | -3.85% | -7.93% |
| Perdita massima | -6.20% | -6.20% | -6.20% | -13.69% | -17.17% |
| Outperformance | -1.75% | - | -1.33% | -0.41% | +1.89% |
Tutte le quotazioni in EUR
Tranches
| Nome | Type of yield | Prezzo di riacquisto | 1 anno | 3 anni | |
|---|---|---|---|---|---|
| Insight Broad Opportunities Fund... | reinvestment | 1.7720 | +10.12% | +0.80% | |
| Insight Broad Opportunities Fund... | reinvestment | 1.3301 | +8.72% | -3.25% |
Prestazione
| YTD | +4.44% | ||
|---|---|---|---|
| 6 mesi | -0.47% | ||
| 1 anno | +8.72% | ||
| 3 anni | -3.25% | ||
| 5 anni | +3.27% | ||
| 10 anni | +17.77% | ||
| Dall'inizio | +33.01% | ||
| Anno | |||
| 2023 | +3.77% | ||
| 2022 | -10.94% | ||
| 2021 | +6.38% | ||
| 2020 | -0.71% | ||
| 2019 | +11.19% | ||
| 2018 | -6.57% | ||
| 2017 | +8.58% | ||
| 2016 | +3.55% | ||
| 2015 | -2.40% | ||
