LO Fds.Planetary Trans.S.X1 MA CHF H/ LU2134386973 /
NAV2024-10-02 | Chg.-0.0568 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
16.1466CHF | -0.35% | reinvestment | Equity Worldwide | Lombard Odier F.(EU) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | 7.70 | -3.34 | -11.48 | 2.21 | 8.63 | -4.47 | - |
2023 | 8.31 | -2.47 | 2.25 | -3.63 | -1.23 | 5.23 | 1.61 | -4.81 | -6.56 | -5.85 | 7.75 | 4.78 | +3.92% |
2024 | -1.43 | 2.22 | 3.28 | -2.37 | 2.81 | -0.45 | 2.31 | 2.07 | 1.42 | -0.89 | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 11.07% | 11.24% | 11.75% | -% | -% |
Sharpe ratio | 0.82 | 0.90 | 1.21 | - | - |
Best month | +4.78% | +2.81% | +7.75% | +8.63% | - |
Worst month | -2.37% | -2.37% | -5.85% | -11.48% | - |
Maximum loss | -7.03% | -7.03% | -7.11% | - | - |
Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
Performance
YTD | +9.15% | ||
---|---|---|---|
6 Months | +6.47% | ||
1 Year | +17.52% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | -0.23% | ||
Year | |||
2023 | +3.92% |