NAV19/07/2024 Chg.-38.5703 Type of yield Investment Focus Investment company
4,735.0298EUR -0.81% reinvestment Equity Worldwide Sycomore AM 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - 1.92 4.31 2.41 0.59 0.23 -0.24 2.01 -1.17 -0.28 -3.09 3.57 +8.23%
2022 -1.31 -3.27 0.50 -1.15 1.64 -8.28 2.10 -3.89 -8.06 8.69 2.84 0.71 -10.22%
2023 2.88 2.18 -2.50 0.31 -0.20 0.30 -0.03 -2.08 -3.56 -6.18 7.18 6.30 +3.84%
2024 1.52 -1.04 2.46 -1.51 2.65 -6.48 1.99 - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.30% 8.09% 9.46% 10.72% -%
Sharpe ratio -0.61 -0.24 -0.50 -0.50 -
Best month +6.30% +2.65% +7.18% +8.69% -
Worst month -6.48% -6.48% -6.48% -8.28% -
Maximum loss -7.45% -7.45% -13.15% -22.43% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD
  -0.75%
6 Months  
+0.86%
1 Year
  -1.03%
3 Years
  -5.07%
5 Years     -
10 Years     -
Since start  
+0.15%
Year
2023  
+3.84%
2022
  -10.22%
2021  
+8.23%