NAV19/07/2024 Chg.-0.9900 Type of yield Investment Focus Investment company
113.2800EUR -0.87% reinvestment Equity Europe MW GESTION 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - - - - - - - - - - - 2.15 -
2022 -14.45 -3.31 1.41 -5.06 -5.28 -11.35 11.58 -9.22 -10.79 5.00 6.50 -3.53 -34.81%
2023 5.14 1.65 0.60 -3.14 0.48 0.87 1.22 -5.13 -7.08 -4.32 11.15 3.75 +3.91%
2024 -0.35 4.08 0.37 -3.34 2.10 -1.19 -1.50 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 13.07% 12.61% 13.51% -% -%
Sharpe ratio -0.28 0.28 -0.42 - -
Best month +4.08% +4.08% +11.15% +11.58% -
Worst month -3.34% -3.34% -7.08% -14.45% -
Maximum loss -6.68% -6.68% -16.96% - -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD
  -0.01%
6 Months  
+3.53%
1 Year
  -2.00%
3 Years     -
5 Years     -
10 Years     -
Since start
  -33.29%
Year
2023  
+3.91%
2022
  -34.81%