Lyxor MSCI World Catholic P.ESG(DR)UE A./ LU2216829809 /
| NAV01.11.2024 | Diff.+0.1877 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 34.2369USD | +0.55% | thesaurierend | Aktien weltweit | Amundi AM (FR) ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 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 | 0.55 | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 14.02% | 15.06% | 13.67% | 17.02% | -% |
| Sharpe Ratio | 1.44 | 1.47 | 2.63 | 0.19 | - |
| Bester Monat | +5.88% | +4.19% | +11.57% | +11.57% | +13.15% |
| Schlechtester Monat | -5.45% | -1.61% | -5.45% | -10.06% | -10.06% |
| Maximaler Verlust | -9.95% | -9.95% | -9.95% | -32.74% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in USD
Performance
| lfd. Jahr | +19.07% | ||
|---|---|---|---|
| 6 Monate | +11.91% | ||
| 1 Jahr | +39.02% | ||
| 3 Jahre | +20.22% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +71.18% | ||
| Jahr | |||
| 2023 | +28.51% | ||
| 2022 | -22.19% | ||
| 2021 | +21.60% | ||
