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UniDuoInvest 2/  LU2368864844  /

Fonds
NAV2025-01-13 Chg.0.0000 Type of yield Investment Focus Investment company
51.0600EUR 0.00% reinvestment Mixed Fund Worldwide Union Investment(LU) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - - - - - - - - - 2.00 0.36 1.56 -
2022 -4.06 -1.95 1.05 -2.72 -2.19 -4.41 5.80 -2.47 -4.69 1.44 2.37 -3.92 -15.15%
2023 3.48 -1.42 0.11 -0.54 0.72 1.48 1.57 -1.46 -2.29 -2.46 4.56 3.98 +7.68%
2024 0.19 1.38 2.33 -1.86 0.88 1.99 0.83 0.06 1.23 -0.28 3.39 -1.37 +8.98%
2025 -0.27 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 4.20% 5.76% 5.06% 6.11% -%
Sharpe ratio -2.73 0.40 1.33 -0.39 -
Best month -0.27% +3.39% +3.39% +5.80% -
Worst month -1.37% -1.37% -1.86% -4.69% -
Maximum loss -0.85% -3.62% -3.62% -14.87% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD
  -0.27%
6 Months  
+2.51%
1 Year  
+9.45%
3 Years  
+1.13%
5 Years     -
10 Years     -
Since start  
+2.12%
Year
2024  
+8.98%
2023  
+7.68%
2022
  -15.15%