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R-co Sérénité PEA C/  FR0010513523  /

Fonds
NAV2024-12-17 Chg.+0.0800 Type of yield Investment Focus Investment company
1,099.3300EUR +0.01% reinvestment Equity Worldwide Rothsch.&Co AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2020 - - - - - - - -0.05 -0.04 -0.04 -0.03 -0.04 -
2021 -0.03 -0.03 -0.04 -0.04 -0.04 -0.04 -0.04 -0.04 -0.04 -0.04 -0.04 -0.04 -0.45%
2022 -0.04 -0.04 -0.04 -0.04 -0.05 -0.04 -0.04 -0.01 0.03 0.06 0.13 0.16 +0.07%
2023 0.17 0.17 0.23 0.22 0.29 0.23 0.24 0.24 0.26 0.32 0.27 0.28 +2.96%
2024 0.33 0.28 0.26 0.34 0.30 0.28 0.30 0.28 0.27 0.26 0.23 0.15 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 0.16% 0.12% 0.16% 0.16% -%
Sharpe ratio 3.89 2.82 3.68 -4.86 -
Best month +0.34% +0.30% +0.34% +0.34% +0.34%
Worst month +0.15% +0.15% +0.15% -0.05% -0.05%
Maximum loss -0.04% 0.00% -0.04% -0.31% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+3.33%
6 Months  
+1.60%
1 Year  
+3.44%
3 Years  
+6.45%
5 Years     -
10 Years     -
Since start  
+5.78%
Year
2023  
+2.96%
2022  
+0.07%
2021
  -0.45%