LO Fds.Planetary Transition SA USD/ LU2107587714 /
| NAV11/4/2024 | Chg.+0.1287 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 18.8758USD | +0.69% | 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 | -3.69 | 0.69 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.90% | 10.65% | 10.95% | -% | -% |
| Sharpe ratio | 0.90 | 0.60 | 1.73 | - | - |
| Best month | +5.25% | +3.25% | +8.30% | +9.42% | - |
| Worst month | -3.69% | -3.69% | -3.69% | -11.01% | - |
| Maximum loss | -6.84% | -6.84% | -6.84% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in USD
Share classes
Performance
| YTD | +10.74% | ||
|---|---|---|---|
| 6 Months | +4.61% | ||
| 1 Year | +21.85% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +10.19% | ||
| Year | |||
| 2023 | +9.47% | ||
