Sextant Tech A/ FR0011050863 /
| NAV31/10/2024 | Diferencia-0.8500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 186.6100EUR | -0.45% | reinvestment | Equity Worldwide | Amiral Gestion ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | - | - | - | - | - | -2.49 | -7.79 | - |
| 2019 | 5.18 | 2.47 | -0.90 | 5.02 | -5.60 | 1.82 | 0.25 | 0.40 | 2.00 | 2.07 | 5.95 | 2.94 | +23.22% |
| 2020 | -1.67 | -6.50 | -20.70 | 7.05 | 2.33 | 2.13 | -1.30 | 3.33 | 2.14 | -8.39 | 21.38 | 7.30 | +1.37% |
| 2021 | -0.64 | 5.89 | 5.37 | 3.80 | 1.30 | -2.05 | 0.37 | 3.88 | -2.50 | 0.17 | -4.90 | 0.56 | +11.19% |
| 2022 | -3.99 | -7.09 | -1.42 | -3.82 | -2.43 | -11.66 | 6.02 | -1.16 | -9.26 | 0.75 | 7.71 | -4.55 | -28.21% |
| 2023 | 8.91 | -0.08 | 3.00 | -0.28 | 3.98 | 0.79 | 5.35 | 0.23 | -4.04 | -5.28 | 8.81 | 3.81 | +26.98% |
| 2024 | 1.09 | 3.79 | -0.13 | -1.50 | 3.53 | -2.34 | -0.64 | -0.64 | 3.78 | -3.98 | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 12.28% | 12.83% | 12.14% | 17.48% | 18.86% |
| Índice de Sharpe | 0.01 | -0.32 | 1.06 | -0.40 | -0.01 |
| El mes mejor | +3.81% | +3.78% | +8.81% | +8.91% | +21.38% |
| El mes peor | -3.98% | -3.98% | -5.28% | -11.66% | -20.70% |
| Pérdida máxima | -11.47% | -11.47% | -11.47% | -36.73% | -36.98% |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en EUR
Performance
| Año hasta la fecha | +2.67% | ||
|---|---|---|---|
| 6 Meses | -0.53% | ||
| Promedio móvil | +15.96% | ||
| 3 Años | -11.27% | ||
| 5 Años | +15.06% | ||
| 10 Años | - | ||
| Desde el principio | +14.77% | ||
| Año | |||
| 2023 | +26.98% | ||
| 2022 | -28.21% | ||
| 2021 | +11.19% | ||
| 2020 | +1.37% | ||
| 2019 | +23.22% | ||
