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LO Fds.-Transition Materials PA CHF H/  LU0640922513  /

Fonds
NAV02.10.2024 Diff.+0.0436 Ertragstyp Ausrichtung Fondsgesellschaft
6.2293CHF +0.70% thesaurierend Alternative Investments weltweit Lombard Odier F.(EU) ▶
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2017 - - - -2.11 -0.79 -1.41 2.75 3.24 -0.83 3.48 -0.73 3.59 -
2018 0.75 -2.74 -0.60 2.32 1.66 -2.83 -4.53 -1.17 1.16 -1.93 -5.46 -2.39 -14.97%
2019 4.26 1.42 -0.43 -0.70 -6.08 2.25 0.58 -2.41 0.98 1.55 -1.48 3.72 +3.26%
2020 -5.84 -5.40 -15.05 1.31 2.95 2.26 7.53 5.34 -3.91 -0.95 6.61 2.08 -5.30%
2021 0.82 6.83 -3.55 5.38 3.92 -0.20 2.79 0.66 2.26 3.12 -5.29 4.60 +22.74%
2022 4.55 3.97 10.83 0.25 -0.44 -7.44 -1.28 -0.96 -7.10 0.49 5.96 0.70 +8.39%
2023 3.60 -3.73 1.42 0.13 -6.80 -1.50 4.23 -3.51 -2.26 0.27 0.98 1.18 -6.37%
2024 -3.39 -1.91 3.91 6.05 3.27 -4.25 -3.89 1.65 4.03 1.83 - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 14.38% 15.93% 14.12% 14.95% 14.19%
Sharpe Ratio 0.42 0.67 0.60 -0.02 0.16
Bester Monat +6.05% +6.05% +6.05% +10.83% +10.83%
Schlechtester Monat -4.25% -4.25% -4.25% -7.44% -15.05%
Maximaler Verlust -14.38% -14.38% -14.38% -24.47% -26.96%
Outperformance -2.58% - +0.33% -4.65% -
 
Alle Kurse in CHF

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
LO Fds.-Transition Materials NA ... thesaurierend 7.5030 +15.39% +16.81%
LO Fds.-Transition Materials NA ... thesaurierend 9.5067 +17.68% +25.05%
LO Funds - Transition Materials,... thesaurierend 16.8342 +11.93% -
LO Funds - Transition Materials,... thesaurierend 9.5209 +17.73% -
LO Funds - Transition Materials,... thesaurierend 7.0143 +12.66% -
LO Funds - Transition Materials,... thesaurierend 6.9941 +12.62% -
LO Funds - Transition Materials,... thesaurierend 8.2599 +16.44% -
LO Funds - Transition Materials,... ausschüttend 9.9292 +16.86% -
LO Fds.-Transition Materials PA ... thesaurierend 6.2293 +11.66% +9.11%
LO Fds.-Transition Materials PA ... thesaurierend 6.7038 +14.42% +13.87%
LO Fds.-Transition Materials P U... thesaurierend 8.4771 +16.68% +21.90%
LO Funds - Transition Materials,... ausschüttend 8.8199 +17.47% -
LO Funds - Transition Materials,... ausschüttend 6.3271 +12.43% -
LO Funds - Transition Materials,... thesaurierend 7.1805 +15.19% -
LO Funds - Transition Materials,... thesaurierend 6.0981 +13.51% -
LO Funds - Transition Materials,... thesaurierend 7.3510 +15.73% -
LO Funds - Transition Materials,... ausschüttend 9.5984 +18.02% -
LO Funds - Transition Materials,... ausschüttend 9.1296 +18.02% -
LO Fds.-Transition Materials MA ... thesaurierend 6.7452 +12.42% +11.33%
LO Fds.-Transition Materials MA ... thesaurierend 9.3768 +17.47% +24.39%
LO Funds - Transition Materials,... ausschüttend 6.7523 +15.19% -

Performance

lfd. Jahr  
+6.86%
6 Monate  
+6.78%
1 Jahr  
+11.66%
3 Jahre  
+9.11%
5 Jahre  
+30.77%
10 Jahre     -
seit Beginn  
+18.88%
Jahr
2023
  -6.37%
2022  
+8.39%
2021  
+22.74%
2020
  -5.30%
2019  
+3.26%
2018
  -14.97%