Lyxor MSCI World Catholic P.ESG(DR)UE A./ LU2216829809 /
| NAV31/10/2024 | Diferencia-0.5966 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 34.0492USD | -1.72% | reinvestment | Equity Worldwide | Amundi AM (FR) ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | -2.60 | 13.15 | 4.14 | - |
| 2021 | -1.31 | 3.25 | 3.01 | 4.79 | 1.89 | 1.23 | 1.82 | 2.44 | -4.30 | 5.68 | -1.69 | 3.35 | +21.60% |
| 2022 | -7.04 | -3.64 | 1.81 | -9.03 | -0.22 | -9.32 | 8.26 | -5.15 | -10.06 | 6.50 | 9.21 | -3.50 | -22.19% |
| 2023 | 8.93 | -2.17 | 2.56 | 1.48 | -0.42 | 4.79 | 4.65 | -2.49 | -5.39 | -2.63 | 11.57 | 5.88 | +28.51% |
| 2024 | 3.02 | 5.82 | 3.21 | -5.45 | 4.19 | 2.30 | 1.26 | 2.32 | 2.45 | -1.61 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 14.04% | 15.17% | 13.67% | 17.02% | -% |
| Índice de Sharpe | 1.39 | 1.36 | 2.69 | 0.18 | - |
| El mes mejor | +5.88% | +4.19% | +11.57% | +11.57% | +13.15% |
| El mes peor | -5.45% | -5.45% | -5.45% | -10.06% | -10.06% |
| Pérdida máxima | -9.95% | -9.95% | -9.95% | -32.74% | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Performance
| Año hasta la fecha | +18.42% | ||
|---|---|---|---|
| 6 Meses | +11.32% | ||
| Promedio móvil | +39.88% | ||
| 3 Años | +19.56% | ||
| 5 Años | - | ||
| 10 Años | - | ||
| Desde el principio | +70.25% | ||
| Año | |||
| 2023 | +28.51% | ||
| 2022 | -22.19% | ||
| 2021 | +21.60% | ||
