Tomorrow Better Future Stocks I/ DE000A2QK5F9 /
NAV11/4/2024 | Chg.-0.2400 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
100.8300EUR | -0.24% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | - | - | - | - | - | - | 5.30 | 4.61 | -4.29 | 6.33 | 1.61 | 1.08 | - |
2022 | -11.23 | -1.91 | 3.79 | -3.56 | -2.20 | -5.00 | 10.90 | -4.38 | -10.71 | 2.84 | 4.61 | -6.08 | -22.53% |
2023 | 6.03 | -0.82 | 0.88 | -0.49 | -0.03 | 1.79 | 1.11 | -3.22 | -3.98 | -4.82 | 8.77 | 5.29 | +10.04% |
2024 | -2.10 | 1.11 | 1.44 | -5.12 | 3.96 | 0.96 | -0.60 | 1.59 | 0.43 | -1.72 | 0.08 | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 10.93% | 11.19% | 10.79% | 14.15% | -% |
Sharpe ratio | -0.31 | 0.19 | 0.77 | -0.58 | - |
Best month | +5.29% | +3.96% | +8.77% | +10.90% | - |
Worst month | -5.12% | -1.72% | -5.12% | -11.23% | - |
Maximum loss | -8.42% | -8.42% | -8.42% | -28.04% | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
Tomorrow Better Future Stocks R | reinvestment | 97.9800 | +10.72% | -16.70% | |
Tomorrow Better Future Stocks I | reinvestment | 100.8300 | +11.34% | -14.48% |
Performance
YTD | -0.26% | ||
---|---|---|---|
6 Months | +2.57% | ||
1 Year | +11.34% | ||
3 Years | -14.48% | ||
5 Years | - | ||
10 Years | - | ||
Since start | +0.83% | ||
Year | |||
2023 | +10.04% | ||
2022 | -22.53% |