LO Fds.Planetary Trans.Syst.PA CHF H/ LU2107589769 /
| NAV2024-11-04 | Chg.+0.0946 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.9421CHF | +0.64% | reinvestment | Equity Worldwide | Lombard Odier F.(EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | 7.60 | -3.44 | -11.56 | 2.12 | 8.52 | -4.56 | - |
| 2023 | 8.20 | -2.57 | 2.15 | -3.72 | -1.33 | 5.14 | 1.51 | -4.90 | -6.65 | -5.94 | 7.65 | 4.68 | +2.75% |
| 2024 | -1.53 | 2.12 | 3.19 | -2.47 | 2.72 | -0.54 | 2.20 | 1.98 | 1.32 | -4.21 | 0.64 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.87% | 10.58% | 10.91% | -% | -% |
| Sharpe ratio | 0.29 | 0.00 | 1.07 | - | - |
| Best month | +4.68% | +2.72% | +7.65% | +8.52% | - |
| Worst month | -4.21% | -4.21% | -4.21% | -11.56% | - |
| Maximum loss | -7.09% | -7.09% | -7.09% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in CHF
Share classes
Performance
| YTD | +5.25% | ||
|---|---|---|---|
| 6 Months | +1.53% | ||
| 1 Year | +14.66% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | -5.48% | ||
| Year | |||
| 2023 | +2.75% | ||
