NAV2024-05-21 Chg.+66.0900 Type of yield Investment Focus Investment company
1,635.7300EUR +4.21% reinvestment Equity Worldwide Ahead Wealth Sol. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - - - - - - - - -3.66 6.31 9.03 -0.14 -
2022 -24.24 -6.65 20.39 -21.92 -2.17 -14.06 11.57 0.82 -11.91 0.81 -2.07 -8.26 -49.84%
2023 5.65 -1.51 0.22 -1.62 26.00 -2.74 11.22 6.78 -16.63 -13.22 27.06 6.32 +45.94%
2024 30.23 36.75 22.40 -15.32 8.78 - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 54.09% 49.53% 51.21% -% -%
Sharpe ratio 9.61 6.90 3.07 - -
Best month +36.75% +36.75% +36.75% +36.75% -
Worst month -15.32% -15.32% -16.63% -24.24% -
Maximum loss -15.42% -15.42% -29.80% - -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+100.79%
6 Months  
+109.78%
1 Year  
+159.59%
3 Years     -
5 Years     -
10 Years     -
Since start  
+63.67%
Year
2023  
+45.94%
2022
  -49.84%