LO Fds.Planetary Transition SA USD/ LU2107587714 /
NAV10/2/2024 | Chg.-0.0641 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
19.2979USD | -0.33% | reinvestment | Equity Worldwide | Lombard Odier F.(EU) ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2022 | - | - | - | - | - | - | 8.03 | -2.95 | -11.01 | 2.63 | 9.42 | -3.88 | - |
2023 | 8.77 | -2.07 | 2.72 | -3.28 | -0.80 | 5.70 | 2.05 | -4.37 | -6.16 | -5.47 | 8.30 | 5.25 | +9.47% |
2024 | -1.02 | 2.64 | 3.65 | -1.95 | 3.25 | -0.08 | 2.75 | 2.46 | 1.83 | -0.86 | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 11.11% | 11.29% | 11.80% | -% | -% |
Sharpe ratio | 1.33 | 1.39 | 1.72 | - | - |
Best month | +5.25% | +3.25% | +8.30% | +9.42% | - |
Worst month | -1.95% | -1.95% | -5.47% | -11.01% | - |
Maximum loss | -6.84% | -6.84% | -6.91% | - | - |
Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
YTD | +13.22% | ||
---|---|---|---|
6 Months | +9.10% | ||
1 Year | +23.54% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +12.65% | ||
Year | |||
2023 | +9.47% |