LO Fds.Planetary Trans.S.X1 MA CHF H/ LU2134386973 /
| NAV04/11/2024 | Chg.+0.1014 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 15.7220CHF | +0.65% | 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 | -4.12 | 0.65 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.87% | 10.58% | 10.91% | -% | -% |
| Sharpe ratio | 0.41 | 0.11 | 1.19 | - | - |
| Best month | +4.78% | +2.81% | +7.75% | +8.63% | - |
| Worst month | -4.12% | -4.12% | -4.12% | -11.48% | - |
| Maximum loss | -7.03% | -7.03% | -7.03% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
Performance
| YTD | +6.28% | ||
|---|---|---|---|
| 6 Months | +2.10% | ||
| 1 Year | +15.96% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -2.85% | ||
| Year | |||
| 2023 | +3.92% | ||
