Moventum Plus Aktiv - Ausgewogenes Portfolio Europa R EUR/ LU2200142078 /
| NAV10/4/2024 | Chg.-0.0500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14.9900EUR | -0.33% | reinvestment | Mixed Fund Europe | Moventum AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | 0.88 | 0.94 | 1.51 | 1.34 | -1.40 | 2.05 | -1.25 | 1.83 | - |
| 2022 | -3.45 | -3.72 | 1.86 | -2.99 | 0.15 | -4.58 | 1.65 | -0.31 | -3.34 | 1.12 | 3.17 | -1.00 | -11.18% |
| 2023 | 2.80 | 0.83 | -0.97 | 1.44 | -0.07 | 0.45 | 1.93 | -0.73 | -1.47 | -1.72 | 4.48 | 2.90 | +10.10% |
| 2024 | 0.64 | 1.05 | 1.94 | -0.61 | 0.48 | 0.55 | 0.47 | 0.81 | 1.00 | -0.66 | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 4.36% | 4.78% | 4.48% | 6.06% | -% |
| Sharpe ratio | 1.03 | 0.33 | 2.07 | -0.21 | - |
| Best month | +2.90% | +1.00% | +4.48% | +4.48% | - |
| Worst month | -0.66% | -0.66% | -1.72% | -4.58% | - |
| Maximum loss | -2.82% | -2.82% | -2.82% | -16.52% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Moventum Plus Aktiv - Ausgewogen... | reinvestment | 13.3600 | +11.06% | -2.55% | |
| Moventum Plus Aktiv - Ausgewogen... | reinvestment | 148.2500 | +13.92% | +4.87% | |
| Moventum Plus Aktiv - Ausgewogen... | reinvestment | 14.9900 | +12.54% | +6.01% | |
| Moventum Plus Aktiv - Ausgewogen... | reinvestment | 15.7100 | +12.29% | +4.32% |
Performance
| YTD | +5.79% | ||
|---|---|---|---|
| 6 Months | +2.39% | ||
| 1 Year | +12.54% | ||
| 3 Years | +6.01% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +11.37% | ||
| Year | |||
| 2023 | +10.10% | ||
| 2022 | -11.18% | ||
