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Plutos-Gold Strategie Plus/  LU1401783144  /

Fonds
NAV2024-04-30 Chg.-1.2600 Type of yield Investment Focus Investment company
35.7100EUR -3.41% paying dividend Mixed Fund Worldwide 1741 Fund Services ▶
  • Dividends adjusted Dividends adjusted

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - -0.84 -2.94 0.60 4.38 -4.50 -1.34 -3.70 2.06 -
2018 -3.25 -7.22 0.26 1.99 4.12 -3.80 -5.23 -8.83 -1.87 -0.23 -3.12 5.91 -20.20%
2019 6.73 -0.30 -1.57 -4.90 2.83 15.05 8.40 11.84 -9.71 1.76 -2.78 8.51 +38.49%
2020 -3.47 -11.00 -14.76 36.28 5.38 9.97 16.65 -2.11 -6.73 -3.96 -7.59 7.45 +17.45%
2021 -3.03 -0.10 -0.67 -1.43 12.36 -8.99 -3.33 -3.36 -5.22 6.36 -0.45 -4.68 -13.34%
2022 -6.78 11.29 7.14 -4.58 -8.53 -11.39 5.69 -4.90 -5.63 4.74 6.55 -4.67 -13.26%
2023 4.19 -11.17 2.66 -1.13 -3.54 -4.34 4.32 -8.49 -2.00 -0.06 5.08 0.31 -14.57%
2024 -7.61 2.16 14.86 1.08 - - - - - - - - -
Single months: Dividends not considered

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 21.28% 20.48% 20.14% 23.16% 29.96%
Sharpe ratio 1.34 1.47 -0.35 -0.57 -0.03
Best month +14.86% +14.86% +14.86% +14.86% +36.28%
Worst month -7.61% -7.61% -8.49% -11.39% -14.76%
Maximum loss -10.05% -13.20% -22.78% -47.03% -51.47%
Outperformance +15.18% - +52.25% +15.45% -
 
All quotes in EUR

Performance

YTD  
+9.57%
6 Months  
+15.68%
1 Year
  -3.12%
3 Years
  -25.81%
5 Years  
+14.90%
Since start
  -18.88%
Year
2023
  -14.57%
2022
  -13.26%
2021
  -13.34%
2020  
+17.45%
2019  
+38.49%
2018
  -20.20%