MPF Aktien Strategie Total Return/ LU0330557819 /
NAV06/09/2024 | Var.-0.0500 | Type of yield | Focus sugli investimenti | Società d'investimento |
---|---|---|---|---|
172.9800EUR | -0.03% | paying dividend | Mixed Fund Worldwide | Axxion ▶ |
Performance mensile
gen | feb | mar | apr | mag | giu | lug | ago | set | ott | nov | dic | Totale | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2008 | -4.13 | 0.72 | -0.95 | 3.13 | -0.07 | -3.94 | 0.08 | 0.18 | -5.01 | -11.84 | -3.08 | 0.69 | -22.43% |
2009 | -1.42 | -9.74 | 2.22 | 10.60 | 8.11 | -0.66 | 5.20 | 3.78 | 1.85 | -0.92 | 0.40 | 3.46 | +23.62% |
2010 | -2.09 | -0.60 | 5.56 | -3.65 | -2.95 | 0.38 | 4.97 | -2.98 | 3.82 | 2.36 | -2.83 | 3.63 | +5.11% |
2011 | 3.19 | 0.13 | 0.33 | 1.86 | -1.42 | -0.87 | -1.35 | -11.48 | -3.22 | 9.14 | -7.03 | 2.45 | -9.33% |
2012 | 6.05 | 1.63 | 0.14 | -2.86 | -4.08 | 1.83 | 4.80 | 2.28 | 2.04 | -0.09 | 1.25 | 1.75 | +15.29% |
2013 | 2.72 | -4.18 | 0.69 | 2.91 | 2.67 | -3.26 | 4.03 | -0.09 | 3.03 | 1.81 | 0.52 | 0.04 | +11.07% |
2014 | -1.16 | 2.11 | 0.26 | 0.77 | 1.38 | -0.06 | -0.24 | 0.18 | 0.02 | -1.73 | 2.84 | -1.26 | +3.05% |
2015 | 1.55 | 2.41 | 0.71 | -0.40 | 0.87 | -1.00 | 1.27 | -2.76 | -3.16 | 4.46 | 0.56 | -1.59 | +2.69% |
2016 | -5.26 | -2.15 | 3.81 | 1.84 | 0.71 | -5.82 | 3.93 | 1.45 | -1.20 | 2.00 | -0.72 | 3.55 | +1.52% |
2017 | 1.26 | 0.40 | 2.86 | 1.55 | 0.48 | 0.21 | 0.80 | -0.54 | 1.06 | 0.29 | 0.27 | -0.03 | +8.91% |
2018 | 0.35 | -0.57 | -1.45 | 2.90 | -2.04 | -0.49 | 2.48 | -1.31 | 1.00 | -4.65 | 1.01 | -7.27 | -10.00% |
2019 | 6.84 | 1.85 | -0.90 | 3.57 | -2.91 | 1.09 | 0.56 | -2.94 | 2.78 | 1.82 | 0.70 | 0.93 | +13.80% |
2020 | -1.04 | -4.51 | -23.65 | 11.37 | 5.37 | 2.21 | 0.80 | 4.18 | -5.94 | -3.37 | 18.33 | -0.04 | -2.30% |
2021 | -1.98 | 6.33 | 2.83 | 1.62 | 2.60 | -0.52 | -0.14 | 1.02 | -0.91 | 2.48 | -2.50 | 2.76 | +14.09% |
2022 | -0.83 | -3.75 | -0.20 | -3.02 | 3.95 | -5.33 | 0.42 | -1.22 | -4.63 | 6.29 | 5.49 | -0.92 | -4.45% |
2023 | 5.15 | 0.60 | -1.00 | 1.17 | 1.10 | 0.95 | 1.76 | -0.50 | -0.83 | -0.87 | 3.61 | 1.83 | +13.56% |
2024 | 0.79 | -0.14 | 1.13 | 0.15 | 1.01 | -0.08 | 0.44 | 1.12 | -0.54 | - | - | - | - |
Mesi singoli: Dividendi non considerati
Calculated values
YTD | 6 mesi | 1 anno | 3 anni | 5 anni | |
---|---|---|---|---|---|
Volatilità | 3.09% | 3.37% | 3.25% | 8.39% | 15.28% |
Indice di Sharpe | 0.78 | 0.86 | 1.34 | 0.14 | 0.14 |
Mese migliore | +1.83% | +1.13% | +3.61% | +6.29% | +18.33% |
Mese peggiore | -0.54% | -0.54% | -0.87% | -5.33% | -23.65% |
Perdita massima | -2.40% | -2.40% | -2.40% | -14.91% | -40.74% |
Outperformance | -6.36% | - | -9.33% | -10.76% | -7.79% |
Tutte le quotazioni in EUR
Prestazione
YTD | +3.94% | ||
---|---|---|---|
6 mesi | +3.15% | ||
1 anno | +7.80% | ||
3 anni | +14.61% | ||
5 anni | +31.63% | ||
10 anni | +44.73% | ||
Dall'inizio | +76.32% | ||
Anno | |||
2023 | +13.56% | ||
2022 | -4.45% | ||
2021 | +14.09% | ||
2020 | -2.30% | ||
2019 | +13.80% | ||
2018 | -10.00% | ||
2017 | +8.91% | ||
2016 | +1.52% | ||
2015 | +2.69% |
Dividendi
18/12/2023 | 2.65 EUR |
12/12/2019 | 0.46 EUR |