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Tulip Trend Fund UCITS C USD/  IE00BFWJRT76  /

Fonds
NAV2024-10-25 Chg.-17.3500 Type of yield Investment Focus Investment company
1,143.9301USD -1.49% reinvestment Alternative Investments Worldwide Progressive Cap.P. ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - - -0.79 1.79 0.46 2.82 -1.35 -8.30 -0.85 -1.14 -
2019 -6.54 2.76 7.42 5.98 -6.56 1.91 6.71 1.21 -5.32 -6.19 0.72 -1.58 -1.01%
2020 -2.20 -2.31 -5.25 1.13 -0.79 -2.81 5.56 -0.73 -4.59 2.61 -0.56 7.79 -2.93%
2021 1.73 4.15 2.02 0.88 3.29 -0.78 3.31 1.37 4.09 - -0.16 -2.13 +19.03%
2022 2.85 5.26 12.82 8.47 -1.98 -3.62 -6.74 0.71 4.33 0.75 -9.67 -2.70 +8.60%
2023 0.47 0.90 -8.77 11.13 3.26 2.60 -3.08 1.31 0.67 -0.46 -5.23 -1.28 +0.24%
2024 4.85 9.83 5.49 1.20 -1.54 -4.07 -5.01 -3.21 -3.58 -3.76 - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 20.96% 19.42% 19.04% 18.56% 17.56%
Sharpe ratio -0.21 - -0.55 - 0.07
Best month +9.83% +1.20% +9.83% +12.82% +12.82%
Worst month -5.01% -5.01% -5.23% -9.67% -9.67%
Maximum loss -23.52% -22.02% -23.52% -24.18% -24.18%
Outperformance - - - - -
 
All quotes in USD

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
Tulip Trend Fund UCITS A EUR reinvestment 1,190.2600 -6.59% -
Tulip Trend Fund UCITS C USD reinvestment 1,143.9301 -7.32% -

Performance

YTD
  -0.94%
6 Months
  -18.51%
1 Year
  -7.32%
3 Years     -
5 Years  
+23.51%
10 Years     -
Since start  
+14.39%
Year
2023  
+0.24%
2022  
+8.60%
2021  
+19.03%
2020
  -2.93%
2019
  -1.01%