SYCOMORE EUROPE HAPPY@WORK R/ LU1301026388 /
| NAV22.08.2024 | Diff.+0.2610 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 170.6890EUR | +0.15% | thesaurierend | Aktien Europa | Sycomore AM ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2015 | - | - | - | - | - | - | - | - | - | - | - | -2.40 | - |
| 2016 | -2.67 | 1.16 | 1.04 | 1.95 | 4.08 | -3.36 | 3.76 | 1.23 | 1.15 | -0.62 | 1.12 | 5.02 | +14.39% |
| 2017 | 0.18 | 2.45 | 3.79 | 2.93 | 3.02 | -1.80 | -2.24 | 0.28 | 2.88 | 0.15 | -1.45 | 0.25 | +10.69% |
| 2018 | 2.14 | -2.85 | -1.96 | 3.03 | 0.58 | -0.83 | -1.65 | 0.39 | -1.10 | -7.72 | -2.03 | -5.50 | -16.58% |
| 2019 | 6.38 | 4.10 | 1.37 | 5.18 | -4.64 | 4.22 | 0.43 | -2.38 | 0.18 | 0.16 | 4.10 | 2.03 | +22.60% |
| 2020 | -0.14 | -5.86 | -14.28 | 8.81 | 6.38 | 2.67 | 1.45 | 5.21 | -0.42 | -5.00 | 10.45 | 5.25 | +12.41% |
| 2021 | -1.98 | 0.62 | 3.69 | 3.45 | 2.45 | 1.41 | 0.95 | 2.47 | -3.34 | 4.24 | -2.96 | 2.86 | +14.34% |
| 2022 | -7.79 | -4.19 | 0.40 | -3.60 | -1.21 | -9.47 | 8.83 | -6.16 | -6.75 | 7.84 | 5.48 | -3.23 | -19.84% |
| 2023 | 7.83 | 0.60 | -0.34 | -0.94 | -0.19 | 3.88 | 0.66 | -2.87 | -2.72 | -3.14 | 7.68 | 3.41 | +13.91% |
| 2024 | 2.26 | 5.47 | 2.46 | -1.71 | 4.44 | -0.34 | -0.51 | -0.03 | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.55% | 12.16% | 11.30% | 15.40% | 16.84% |
| Sharpe Ratio | 1.44 | 0.51 | 1.43 | -0.15 | 0.22 |
| Bester Monat | +5.47% | +5.47% | +7.68% | +8.83% | +10.45% |
| Schlechtester Monat | -1.71% | -1.71% | -3.14% | -9.47% | -14.28% |
| Maximaler Verlust | -9.12% | -9.12% | -9.12% | -30.02% | -31.53% |
| Outperformance | +6.42% | - | +3.50% | -11.54% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| SYCOMORE EUROPE HAPPY@WORK X | thesaurierend | 195.4210 | +20.96% | - | |
| SYCOMORE EUROPE HAPPY@WORK I | thesaurierend | 183.7050 | +20.96% | +7.13% | |
| SYCOMORE EUROPE HAPPY@WORK R | thesaurierend | 170.6890 | +19.71% | +3.88% |
Performance
| lfd. Jahr | +12.46% | ||
|---|---|---|---|
| 6 Monate | +4.73% | ||
| 1 Jahr | +19.71% | ||
| 3 Jahre | +3.88% | ||
| 5 Jahre | +41.35% | ||
| 10 Jahre | - | ||
| seit Beginn | +70.69% | ||
| Jahr | |||
| 2023 | +13.91% | ||
| 2022 | -19.84% | ||
| 2021 | +14.34% | ||
| 2020 | +12.41% | ||
| 2019 | +22.60% | ||
| 2018 | -16.58% | ||
| 2017 | +10.69% | ||
| 2016 | +14.39% | ||
