SYCOMORE EUROPE ECO SOLUTIONS I EUR/ LU1183791281 /
| NAV2024-07-19 | Chg.-0.8530 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 168.0690EUR | -0.51% | reinvestment | Equity Europe | Sycomore AM ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2017 | - | - | 5.06 | 3.57 | 2.26 | -1.55 | 0.22 | -0.24 | 5.74 | 0.40 | -1.38 | 0.21 | - |
| 2018 | 1.85 | -1.84 | -1.49 | 1.92 | 0.94 | -3.04 | 1.18 | -1.37 | -2.32 | -9.98 | -2.89 | -7.18 | -22.29% |
| 2019 | 7.19 | 2.73 | 0.62 | 6.36 | -7.62 | 4.29 | -0.64 | -3.22 | 4.63 | 2.58 | 1.77 | 4.89 | +25.10% |
| 2020 | 1.54 | -2.72 | -18.71 | 9.56 | 6.51 | 3.79 | 2.82 | 6.81 | 0.24 | -1.75 | 14.44 | 6.56 | +28.29% |
| 2021 | 1.17 | -0.54 | 5.81 | 1.46 | 1.30 | 2.11 | 1.51 | 3.28 | -4.62 | 3.82 | -2.77 | 4.26 | +17.59% |
| 2022 | -7.70 | -0.24 | 2.47 | -1.89 | -1.61 | -10.53 | 11.03 | -4.09 | -10.15 | 5.83 | 4.73 | -2.67 | -15.88% |
| 2023 | 6.78 | 0.44 | -2.80 | -2.64 | -1.91 | 3.83 | 0.06 | -4.08 | -5.32 | -9.03 | 10.74 | 7.33 | +1.57% |
| 2024 | -4.13 | 0.24 | 2.92 | -1.06 | 9.29 | -6.03 | 2.19 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.70% | 12.08% | 14.27% | 16.51% | 18.10% |
| Sharpe ratio | 0.10 | 1.39 | -0.21 | -0.33 | 0.24 |
| Best month | +9.29% | +9.29% | +10.74% | +11.03% | +14.44% |
| Worst month | -6.03% | -6.03% | -9.03% | -10.53% | -18.71% |
| Maximum loss | -6.62% | -6.62% | -19.28% | -29.67% | -34.20% |
| Outperformance | +14.39% | - | +22.42% | -1.16% | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| SYCOMORE EUROPE ECO SOLUTIONS I ... | reinvestment | 168.0690 | +0.66% | -5.26% | |
| SYCOMORE EUROPE ECO SOLUTIONS R ... | reinvestment | 155.3450 | -0.38% | -8.12% | |
| SYCOMORE EUROPE ECO SOLUTIONS CS... | reinvestment | 97.0670 | +0.62% | - |
Performance
| YTD | +2.70% | ||
|---|---|---|---|
| 6 Months | +9.75% | ||
| 1 Year | +0.66% | ||
| 3 Years | -5.26% | ||
| 5 Years | +47.27% | ||
| 10 Years | - | ||
| Since start | +46.91% | ||
| Year | |||
| 2023 | +1.57% | ||
| 2022 | -15.88% | ||
| 2021 | +17.59% | ||
| 2020 | +28.29% | ||
| 2019 | +25.10% | ||
| 2018 | -22.29% | ||
