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TrendPortfolio Invest/  DE000A14XP08  /

Fonds
NAV11/14/2024 Chg.-0.1100 Type of yield Investment Focus Investment company
49.9400EUR -0.22% reinvestment Alternative Investments Worldwide LBBW AM ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2017 - - - - - -2.29 0.85 0.20 1.97 1.78 0.21 -0.74 -
2018 2.75 -3.83 -1.58 0.50 0.06 -0.02 0.62 -0.08 -0.40 -4.42 0.21 -4.64 -10.57%
2019 0.15 -0.63 0.75 -0.65 -3.06 3.07 0.26 1.70 -0.06 1.25 -0.28 1.92 +4.36%
2020 0.67 -7.37 -13.00 0.10 2.39 0.88 4.53 0.19 -3.00 -3.60 3.66 3.80 -11.60%
2021 -1.37 1.58 4.88 2.16 1.12 -1.05 1.36 1.74 -3.63 3.70 -1.75 3.98 +13.09%
2022 -2.80 -2.28 2.09 -0.47 -1.47 -2.44 -1.06 0.41 0.79 0.11 -0.58 -0.27 -7.80%
2023 2.54 -0.64 1.80 1.86 -2.47 1.76 1.56 -1.62 -3.33 -0.04 -0.52 1.37 +2.09%
2024 0.18 1.02 2.79 -1.73 3.58 -0.27 0.84 2.29 2.85 -0.75 -0.28 - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 8.80% 9.68% 8.38% 7.16% 11.42%
Sharpe ratio 1.09 0.61 1.13 -0.20 -0.15
Best month +3.58% +3.58% +3.58% +3.98% +4.88%
Worst month -1.73% -0.75% -1.73% -3.33% -13.00%
Maximum loss -6.02% -6.02% -6.02% -9.21% -30.59%
Outperformance +7.35% - +7.76% -10.86% -
 
All quotes in EUR

Performance

YTD  
+10.88%
6 Months  
+4.39%
1 Year  
+12.48%
3 Years  
+4.78%
5 Years  
+6.48%
10 Years     -
Since start
  -0.10%
Year
2023  
+2.09%
2022
  -7.80%
2021  
+13.09%
2020
  -11.60%
2019  
+4.36%
2018
  -10.57%
 

Dividends

1/2/2018 0.01 EUR