LO Fds.Planetary Transition NA EUR/ LU2134625396 /
| NAV2024-11-04 | Chg.+0.0365 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 12.9012EUR | +0.28% | reinvestment | Equity Worldwide | Lombard Odier F.(EU) ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | - | - | - | - | - | 10.69 | -1.67 | -8.73 | 1.65 | 4.96 | -7.33 | - |
| 2023 | 6.81 | 0.21 | 0.19 | -4.89 | 2.64 | 3.21 | 0.90 | -2.93 | -3.88 | -5.39 | 4.84 | 3.88 | +4.82% |
| 2024 | 0.58 | 2.95 | 3.78 | -1.04 | 1.62 | 1.14 | 1.69 | 0.09 | 0.92 | -1.07 | 0.28 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 11.12% | 11.25% | 10.90% | -% | -% |
| Sharpe ratio | 0.95 | 0.27 | 1.48 | - | - |
| Best month | +3.88% | +1.69% | +4.84% | +10.69% | - |
| Worst month | -1.07% | -1.07% | -1.07% | -8.73% | - |
| Maximum loss | -7.69% | -7.69% | -7.69% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Performance
| YTD | +11.39% | ||
|---|---|---|---|
| 6 Months | +3.01% | ||
| 1 Year | +19.05% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +6.17% | ||
| Year | |||
| 2023 | +4.82% | ||
