Investiper Cedola Dicembre 2024/ IT0005357808 /
| NAV2024-10-31 | Chg.0.0000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 5.0560EUR | 0.00% | reinvestment | Bonds Worldwide | BCC Rispa.&Previ. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | - | - | - | - | 0.00 | 0.00 | -0.40 | -0.20 | 0.60 | - |
| 2020 | 0.80 | -1.19 | -10.64 | 5.17 | 2.14 | 2.09 | 1.43 | 1.01 | -0.40 | 0.40 | 2.60 | 0.58 | +3.20% |
| 2021 | 0.19 | 0.00 | -0.39 | 0.19 | 0.39 | 0.19 | 0.58 | 0.00 | 0.00 | -0.73 | -0.17 | 0.39 | +0.64% |
| 2022 | -1.17 | -2.81 | -1.40 | -2.09 | -0.96 | -3.82 | 3.23 | -1.06 | -2.69 | 1.10 | 2.06 | -0.74 | -10.09% |
| 2023 | 1.95 | -0.21 | 0.38 | 0.38 | 0.54 | -0.12 | 0.67 | 0.33 | 0.04 | 0.37 | 0.82 | 0.71 | +6.00% |
| 2024 | 0.26 | -0.50 | 0.28 | 0.16 | 0.34 | 0.26 | 0.38 | 0.32 | 0.36 | 0.28 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 0.79% | 0.59% | 0.81% | 2.48% | 3.84% |
| Sharpe ratio | -0.57 | 1.45 | 0.83 | -1.58 | -0.72 |
| Best month | +0.71% | +0.38% | +0.82% | +3.23% | +5.17% |
| Worst month | -0.50% | +0.16% | -0.50% | -3.82% | -10.64% |
| Maximum loss | -0.50% | -0.30% | -0.50% | -12.82% | -15.98% |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +2.16% | ||
|---|---|---|---|
| 6 Months | +1.96% | ||
| 1 Year | +3.73% | ||
| 3 Years | -2.56% | ||
| 5 Years | +1.53% | ||
| 10 Years | - | ||
| Since start | +1.12% | ||
| Year | |||
| 2023 | +6.00% | ||
| 2022 | -10.09% | ||
| 2021 | +0.64% | ||
| 2020 | +3.20% | ||
