SYCOMORE SELECTION RESPONSABLE I/ FR0010971705 /
NAV30.09.2024 | Diff.-7.1900 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
574.4000EUR | -1.24% | thesaurierend | Aktien Euroland | Sycomore AM ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2011 | - | 1.70 | -1.16 | 4.34 | 0.71 | -0.28 | -4.77 | -7.30 | -8.64 | 7.97 | -2.84 | -0.69 | -11.77% |
2012 | 9.14 | 4.14 | 0.24 | -2.95 | -6.62 | 4.28 | 3.07 | 2.15 | 0.95 | 0.65 | 4.03 | 2.72 | +23.09% |
2013 | 3.67 | 1.04 | 0.91 | 0.17 | 4.57 | -2.72 | 5.70 | -1.38 | 4.97 | 2.82 | 1.41 | 0.74 | +23.80% |
2014 | -1.72 | 5.31 | 0.49 | 0.48 | 2.43 | -1.79 | -2.72 | 1.48 | -1.99 | -1.56 | 4.58 | 0.30 | +5.04% |
2015 | 8.27 | 6.70 | 1.89 | 0.00 | 1.19 | -2.23 | 3.59 | -4.67 | -2.28 | 6.29 | 2.43 | -2.16 | +19.71% |
2016 | -1.90 | -1.65 | 1.49 | 0.15 | 4.12 | -4.53 | 4.52 | 1.89 | 0.00 | -1.80 | 0.41 | 5.17 | +7.67% |
2017 | 0.49 | 2.19 | 4.07 | 3.11 | 2.00 | -1.74 | -0.54 | -0.03 | 5.06 | 1.83 | -2.40 | 0.79 | +15.57% |
2018 | 2.17 | -4.26 | -3.06 | 2.64 | 0.75 | -1.71 | 1.80 | -0.71 | -1.91 | -7.94 | -3.04 | -8.59 | -22.02% |
2019 | 4.80 | 3.12 | 1.61 | 5.62 | -6.62 | 5.50 | 0.62 | -2.48 | 0.58 | -0.32 | 3.67 | 3.08 | +20.13% |
2020 | -0.58 | -4.57 | -13.33 | 7.44 | 5.45 | 4.52 | 0.97 | 3.53 | 0.39 | -6.15 | 13.15 | 2.39 | +11.10% |
2021 | -1.59 | 0.28 | 5.47 | 2.94 | 1.57 | 2.32 | 2.18 | 2.89 | -5.40 | 3.75 | -2.81 | 4.09 | +16.23% |
2022 | -7.69 | -3.43 | 0.03 | -1.98 | -0.52 | -10.07 | 9.47 | -6.36 | -6.24 | 6.44 | 5.78 | -3.64 | -18.45% |
2023 | 8.94 | 1.38 | 1.00 | 1.29 | -1.65 | 2.59 | 2.10 | -2.22 | -3.82 | -3.06 | 8.63 | 3.61 | +19.42% |
2024 | 1.79 | 5.26 | 4.90 | -1.21 | 4.67 | -2.32 | 0.73 | 0.77 | 0.58 | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 11.23% | 12.48% | 11.17% | 16.06% | 17.57% |
Sharpe Ratio | 1.65 | 0.38 | 2.19 | 0.15 | 0.33 |
Bester Monat | +5.26% | +4.90% | +8.63% | +9.47% | +13.15% |
Schlechtester Monat | -2.32% | -2.32% | -3.82% | -10.07% | -13.33% |
Maximaler Verlust | -9.06% | -9.06% | -9.06% | -27.50% | -32.23% |
Outperformance | +14.33% | - | +15.53% | +8.06% | +19.40% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
SYCOMORE SELECTION RESPONSABLE I... | thesaurierend | 516.0800 | +25.56% | +13.61% | |
SYCOMORE SELECTION RESPONSABLE A | thesaurierend | 179.9700 | +27.01% | +16.66% | |
SYCOMORE SELECTION RESPONSABLE I | thesaurierend | 574.4000 | +27.67% | +18.45% | |
SYCOMORE SELECTION RESPONSABLE R... | thesaurierend | 499.7800 | +26.04% | +14.63% | |
SYCOMORE SELECTION RESPONSABLE R | thesaurierend | 505.9300 | +26.34% | +14.89% |
Performance
lfd. Jahr | +15.88% | ||
---|---|---|---|
6 Monate | +3.92% | ||
1 Jahr | +27.67% | ||
3 Jahre | +18.45% | ||
5 Jahre | +55.24% | ||
10 Jahre | +110.00% | ||
seit Beginn | +187.20% | ||
Jahr | |||
2023 | +19.42% | ||
2022 | -18.45% | ||
2021 | +16.23% | ||
2020 | +11.10% | ||
2019 | +20.13% | ||
2018 | -22.02% | ||
2017 | +15.57% | ||
2016 | +7.67% | ||
2015 | +19.71% |