SCS Aktien Welt/ DE000A2QSGS1 /
| NAV04/11/2024 | Chg.-0.9600 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 125.9800EUR | -0.76% | paying dividend | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | - | - | - | - | - | -2.68 | 5.02 | 1.74 | 5.58 | - |
| 2022 | -4.68 | -2.32 | 3.36 | -2.42 | -1.95 | -5.37 | 7.24 | -3.86 | -6.30 | 6.56 | 5.42 | -4.97 | -10.14% |
| 2023 | 3.95 | -0.29 | 3.85 | 1.71 | 1.09 | 3.18 | 0.77 | -0.66 | -3.22 | -1.48 | 5.93 | 2.48 | +18.30% |
| 2024 | 2.87 | 5.20 | 2.62 | -3.19 | 2.35 | 1.62 | -1.79 | 2.16 | 1.17 | -2.72 | -0.06 | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 9.05% | 9.22% | 8.75% | 12.27% | -% |
| Sharpe ratio | 1.03 | 0.02 | 1.58 | 0.33 | - |
| Best month | +5.20% | +2.35% | +5.93% | +7.24% | - |
| Worst month | -3.19% | -2.72% | -3.19% | -6.30% | - |
| Maximum loss | -7.40% | -7.40% | -7.40% | -15.96% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +10.37% | ||
|---|---|---|---|
| 6 Months | +1.63% | ||
| 1 Year | +16.83% | ||
| 3 Years | +23.07% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +28.30% | ||
| Year | |||
| 2023 | +18.30% | ||
| 2022 | -10.14% | ||
Dividends
| 15/11/2023 | 1.80 EUR |
| 15/11/2022 | 0.08 EUR |
| 15/11/2021 | 0.12 EUR |
