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Lupus alpha Micro Champions A/  LU1891775774  /

Fonds
NAV2024-11-11 Chg.+0.7100 Type of yield Investment Focus Investment company
143.3500EUR +0.50% paying dividend Equity Europe Lupus alpha Inv. SA ▶
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2019 - - 1.42 3.98 -1.90 4.73 -0.41 -4.87 0.52 0.99 3.18 3.04 -
2020 1.01 -9.99 -12.57 11.07 7.14 -0.35 5.08 6.02 2.13 -3.89 15.22 10.62 +31.38%
2021 2.80 4.56 4.28 5.96 1.19 1.58 4.61 5.21 -2.36 5.87 -2.76 4.14 +40.65%
2022 -8.72 -5.52 -0.71 -3.55 -0.51 -10.71 8.13 -6.68 -11.72 8.63 4.61 -1.82 -27.09%
2023 4.90 -2.20 -2.04 -0.86 -1.07 -0.71 -2.01 -4.02 -6.21 -5.11 6.47 8.57 -5.32%
2024 -1.45 -0.41 0.51 0.24 5.40 -2.13 2.10 -2.07 -1.99 -2.83 1.75 - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 10.01% 10.73% 10.19% 13.48% 14.67%
Sharpe ratio -0.44 -0.75 0.87 -1.11 0.17
Best month +8.57% +5.40% +8.57% +8.63% +15.22%
Worst month -2.83% -2.83% -2.83% -11.72% -12.57%
Maximum loss -8.48% -8.48% -8.48% -41.29% -41.29%
Outperformance +8.19% - +22.15% - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Lupus alpha Micro Champions C paying dividend 152.0800 +12.86% -29.70%
Lupus alpha Micro Champions A paying dividend 143.3500 +11.83% -31.54%
Lupus alpha Micro Champions CAV paying dividend 200.5200 +11.62% -31.74%

Performance

YTD
  -1.17%
6 Months
  -2.52%
1 Year  
+11.83%
3 Years
  -31.54%
5 Years  
+30.70%
10 Years     -
Since start  
+43.93%
Year
2023
  -5.32%
2022
  -27.09%
2021  
+40.65%
2020  
+31.38%
 

Dividends

2020-12-16 0.10 EUR
2019-12-11 0.37 EUR