SYCOMORE EUROPE HAPPY@WORK I/ LU1301026206 /
| NAV30.09.2024 | Diff.-1,3430 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 186,1760EUR | -0,72% | thesaurierend | Aktien Europa | Sycomore AM ▶ |
Monatliche Performance
| Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | - | - | -2,34 | - |
| 2016 | -2,49 | 1,26 | 1,13 | 1,19 | 3,90 | -3,23 | 3,79 | 1,29 | 1,22 | -0,53 | 1,21 | 5,12 | +14,41% |
| 2017 | 0,27 | 2,53 | 3,88 | 3,00 | 3,07 | -1,54 | -2,30 | 0,37 | 2,96 | 0,23 | -1,36 | 0,33 | +11,80% |
| 2018 | 2,23 | -2,78 | -1,88 | 3,12 | 0,51 | -0,60 | -1,56 | 0,48 | -1,02 | -7,64 | -1,94 | -5,42 | -15,74% |
| 2019 | 6,47 | 4,18 | 1,45 | 5,27 | -4,56 | 4,30 | 0,52 | -2,30 | 0,26 | 0,24 | 4,16 | 2,10 | +23,78% |
| 2020 | -0,07 | -6,12 | -13,78 | 8,90 | 6,46 | 2,16 | 1,52 | 5,26 | -0,32 | -4,91 | 10,54 | 5,35 | +12,99% |
| 2021 | -1,91 | 0,70 | 3,78 | 3,53 | 2,53 | 1,51 | 1,03 | 2,56 | -3,26 | 4,31 | -2,89 | 2,97 | +15,49% |
| 2022 | -7,72 | -4,12 | 0,49 | -3,52 | -1,12 | -9,39 | 8,92 | -6,07 | -6,67 | 7,93 | 5,57 | -3,14 | -19,03% |
| 2023 | 7,93 | 0,68 | -0,25 | -0,86 | -0,09 | 3,97 | 0,75 | -2,78 | -2,64 | -3,06 | 7,77 | 3,49 | +15,10% |
| 2024 | 2,36 | 5,55 | 2,55 | -1,61 | 4,53 | -0,26 | -0,41 | 1,42 | -0,04 | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,61% | 12,51% | 11,48% | 15,40% | 16,85% |
| Sharpe Ratio | 1,46 | 0,50 | 1,90 | 0,02 | 0,29 |
| Bester Monat | +5,55% | +4,53% | +7,77% | +8,92% | +10,54% |
| Schlechtester Monat | -1,61% | -1,61% | -3,06% | -9,39% | -13,78% |
| Maximaler Verlust | -9,05% | -9,05% | -9,05% | -29,41% | -31,38% |
| Outperformance | +6,45% | - | +4,01% | -8,91% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| SYCOMORE EUROPE HAPPY@WORK X | thesaurierend | 198,0500 | +25,04% | +9,81% | |
| SYCOMORE EUROPE HAPPY@WORK I | thesaurierend | 186,1760 | +25,04% | +11,54% | |
| SYCOMORE EUROPE HAPPY@WORK R | thesaurierend | 172,7940 | +23,75% | +8,16% |
Performance
| lfd. Jahr | +14,74% | ||
|---|---|---|---|
| 6 Monate | +4,67% | ||
| 1 Jahr | +25,04% | ||
| 3 Jahre | +11,54% | ||
| 5 Jahre | +48,75% | ||
| 10 Jahre | - | ||
| seit Beginn | +86,18% | ||
| Jahr | |||
| 2023 | +15,10% | ||
| 2022 | -19,03% | ||
| 2021 | +15,49% | ||
| 2020 | +12,99% | ||
| 2019 | +23,78% | ||
| 2018 | -15,74% | ||
| 2017 | +11,80% | ||
| 2016 | +14,41% | ||
