SYCOMORE EUROPE ECO SOLUTIONS R EUR/ LU1183791794 /
| NAV30.09.2024 | Diff.-1,6490 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 157,3270EUR | -1,04% | thesaurierend | Aktien Europa | Sycomore AM ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | 8,41 | 3,44 | -3,74 | - |
| 2016 | -7,42 | -0,51 | 4,85 | 0,95 | 1,58 | -7,28 | 6,12 | 1,79 | 1,26 | -0,68 | -0,57 | 4,88 | +4,03% |
| 2017 | 1,87 | 2,29 | 4,99 | 3,51 | 2,19 | -1,63 | 0,16 | -0,31 | 5,69 | 0,67 | -1,79 | 0,16 | +18,95% |
| 2018 | 1,78 | -1,83 | -1,59 | 1,83 | 1,01 | -3,27 | 1,09 | -1,46 | -2,39 | -10,06 | -2,97 | -7,25 | -23,01% |
| 2019 | 7,11 | 2,57 | 0,54 | 6,38 | -7,79 | 4,21 | -0,73 | -3,30 | 4,55 | 2,49 | 1,69 | 4,80 | +23,77% |
| 2020 | 1,47 | -2,99 | -18,82 | 9,47 | 6,43 | 3,69 | 2,96 | 7,46 | 0,15 | -1,83 | 14,44 | 6,51 | +28,02% |
| 2021 | 1,10 | -0,75 | 5,71 | 1,38 | 1,21 | 2,02 | 1,42 | 3,19 | -4,70 | 3,74 | -2,86 | 4,17 | +16,27% |
| 2022 | -7,78 | -0,32 | 2,39 | -1,97 | -1,69 | -10,61 | 10,95 | -4,17 | -10,22 | 5,74 | 4,64 | -2,75 | -16,72% |
| 2023 | 6,68 | 0,36 | -2,88 | -2,72 | -2,00 | 3,74 | -0,03 | -4,17 | -5,40 | -9,11 | 10,64 | 7,24 | +0,52% |
| 2024 | -4,22 | 0,16 | 2,84 | -1,15 | 9,20 | -6,11 | 3,36 | -0,79 | 0,86 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 13,34% | 14,12% | 14,71% | 16,85% | 18,30% |
| Sharpe Ratio | 0,10 | 0,67 | 0,70 | -0,38 | 0,20 |
| Bester Monat | +9,20% | +9,20% | +10,64% | +10,95% | +14,44% |
| Schlechtester Monat | -6,11% | -6,11% | -9,11% | -10,61% | -18,82% |
| Maximaler Verlust | -10,38% | -10,38% | -10,38% | -30,79% | -34,43% |
| Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| SYCOMORE EUROPE ECO SOLUTIONS I ... | thesaurierend | 170,5660 | +14,78% | -6,28% | |
| SYCOMORE EUROPE ECO SOLUTIONS R ... | thesaurierend | 157,3270 | +13,59% | -9,12% | |
| SYCOMORE EUROPE ECO SOLUTIONS CS... | thesaurierend | 98,5010 | +14,73% | -7,88% |
Performance
| lfd. Jahr | +3,41% | ||
|---|---|---|---|
| 6 Monate | +6,12% | ||
| 1 Jahr | +13,59% | ||
| 3 Jahre | -9,12% | ||
| 5 Jahre | +40,75% | ||
| 10 Jahre | - | ||
| seit Beginn | +60,85% | ||
| Jahr | |||
| 2023 | +0,52% | ||
| 2022 | -16,72% | ||
| 2021 | +16,27% | ||
| 2020 | +28,02% | ||
| 2019 | +23,77% | ||
| 2018 | -23,01% | ||
| 2017 | +18,95% | ||
| 2016 | +4,03% | ||
