Tomorrow Better Future Stocks R/ DE000A2QK5D4 /
NAV04/11/2024 | Chg.-0.2300 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
97.9800EUR | -0.23% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2021 | - | - | - | - | - | - | 5.25 | 4.56 | -4.34 | 6.27 | 1.57 | 1.03 | - |
2022 | -11.24 | -1.97 | 3.75 | -3.62 | -2.26 | -5.04 | 10.86 | -4.43 | -10.66 | 3.13 | 4.57 | -6.12 | -22.60% |
2023 | 4.30 | -0.69 | 0.54 | -0.21 | -0.08 | 1.74 | 1.08 | -3.28 | -4.02 | -4.87 | 8.74 | 5.23 | +7.89% |
2024 | -2.15 | 1.07 | 1.39 | -5.17 | 3.91 | 0.91 | -0.65 | 1.54 | 0.38 | -1.77 | 0.07 | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 10.95% | 11.22% | 10.82% | 14.13% | -% |
Sharpe ratio | -0.36 | 0.14 | 0.71 | -0.64 | - |
Best month | +5.23% | +3.91% | +8.74% | +10.86% | - |
Worst month | -5.17% | -1.77% | -5.17% | -11.24% | - |
Maximum loss | -8.48% | -8.48% | -8.48% | -29.49% | - |
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 | -0.74% | ||
---|---|---|---|
6 Months | +2.29% | ||
1 Year | +10.72% | ||
3 Years | -16.70% | ||
5 Years | - | ||
10 Years | - | ||
Since start | -2.02% | ||
Year | |||
2023 | +7.89% | ||
2022 | -22.60% |