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Mercer Low Volatility Equity Fund Z1 EUR/  IE00B98GJQ13  /

Fonds
NAV05/11/2024 Chg.+2.2800 Type of yield Investment Focus Investment company
323.5200EUR +0.71% reinvestment Equity Worldwide Mercer Global IM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - -7.04 -10.32 9.24 1.51 -0.56 -0.36 1.89 -0.59 -1.81 5.47 0.54 -5.37%
2021 -0.21 1.04 7.44 1.57 0.65 2.90 1.85 2.07 -2.19 4.49 -0.44 4.59 +26.06%
2022 -3.01 -1.55 3.41 -0.76 -0.99 -4.47 7.90 -2.70 -6.29 4.87 2.46 -6.08 -7.98%
2023 3.53 -0.60 1.02 0.47 0.96 1.81 0.98 -0.36 -1.74 -1.81 3.94 2.34 +10.87%
2024 3.18 2.46 2.73 -2.76 1.55 2.95 2.36 0.62 0.53 -0.05 0.87 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.77% 9.43% 8.65% 11.37% -%
Sharpe ratio 1.74 1.23 2.05 0.30 -
Best month +3.18% +2.95% +3.94% +7.90% +9.24%
Worst month -2.76% -0.05% -2.76% -6.29% -10.32%
Maximum loss -5.40% -5.40% -5.40% -11.25% -
Outperformance -0.15% - -6.53% - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Mercer Low Volatility Equity Fun... reinvestment 323.5200 +20.71% +20.78%
Mercer Low Volatility Equity Fun... reinvestment 187.8800 +20.14% +10.54%
Mercer Low Volatility Equity Fun... reinvestment 200.0700 +20.28% +19.48%
Mercer Low Volatility Equity Fun... reinvestment 190.3500 +19.94% +9.95%

Performance

YTD  
+15.24%
6 Months  
+7.07%
1 Year  
+20.71%
3 Years  
+20.78%
5 Years     -
10 Years     -
Since start  
+40.24%
Year
2023  
+10.87%
2022
  -7.98%
2021  
+26.06%
2020
  -5.37%