VR Westmünsterland Aktiv Nachhaltig/ DE000A0Q2H06 /
| NAV2024-11-01 | Chg.+0.2800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 70.8200EUR | +0.40% | reinvestment | Mixed Fund Worldwide | Union Inv. Privatf. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2010 | - | - | - | - | - | - | - | - | - | - | - | 0.57 | - |
| 2011 | -1.24 | 0.39 | -0.87 | 0.85 | 0.36 | -0.66 | 0.30 | -2.16 | -1.23 | 1.32 | -1.16 | 1.04 | -3.09% |
| 2012 | 1.33 | 0.85 | 0.25 | -0.52 | -0.57 | 0.74 | 1.46 | 0.54 | 0.31 | 0.20 | 0.51 | -0.07 | +5.12% |
| 2013 | -0.11 | 0.93 | 0.53 | 0.42 | -0.13 | -2.07 | 1.78 | -0.39 | 1.38 | 1.67 | 0.13 | 0.26 | +4.41% |
| 2014 | -0.42 | 1.79 | -0.25 | -0.13 | 1.37 | -0.02 | -0.95 | 0.42 | -0.52 | -1.09 | 1.12 | -0.69 | +0.57% |
| 2015 | 2.57 | 2.84 | 0.96 | -0.36 | 0.06 | -1.59 | 1.45 | -3.38 | -1.71 | 3.04 | 1.30 | -2.85 | +2.09% |
| 2016 | -3.58 | -1.35 | 0.59 | -0.45 | 0.82 | -1.38 | 1.92 | 0.13 | -0.17 | -0.64 | -0.35 | 2.83 | -1.76% |
| 2017 | -0.72 | 2.48 | 2.09 | 1.16 | 0.40 | -1.84 | 0.02 | -0.16 | 2.18 | 1.28 | -1.36 | -0.28 | +5.27% |
| 2018 | 1.28 | -2.22 | -1.56 | 2.34 | 0.54 | -1.18 | 1.64 | -1.17 | -0.22 | -3.47 | -0.56 | -2.75 | -7.26% |
| 2019 | 2.85 | 2.29 | 1.58 | 2.59 | -2.39 | 3.47 | 1.09 | 0.10 | 1.06 | 0.08 | 1.62 | 0.96 | +16.28% |
| 2020 | 0.67 | -4.19 | -8.83 | 5.37 | 1.91 | 1.73 | 0.87 | 2.92 | -1.17 | -1.57 | 4.98 | 1.57 | +3.44% |
| 2021 | -0.84 | 0.47 | 3.92 | 1.51 | 0.87 | 2.03 | 1.81 | 2.02 | -2.82 | 3.92 | -0.10 | 2.54 | +16.23% |
| 2022 | -4.66 | -3.02 | 0.92 | -2.88 | -1.91 | -4.70 | 5.71 | -3.35 | -4.20 | 1.51 | 3.49 | -3.52 | -15.94% |
| 2023 | 4.25 | -0.60 | 1.30 | 0.21 | 1.89 | 1.17 | 1.10 | -0.84 | -2.00 | -1.28 | 4.81 | 2.55 | +13.05% |
| 2024 | 1.99 | 3.14 | 3.67 | -0.85 | 2.29 | 1.75 | 0.54 | 0.47 | 1.20 | -0.20 | 0.40 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 6.80% | 7.33% | 6.47% | 7.77% | 8.72% |
| Sharpe ratio | 2.28 | 1.43 | 3.12 | 0.10 | 0.36 |
| Best month | +3.67% | +2.29% | +4.81% | +5.71% | +5.71% |
| Worst month | -0.85% | -0.20% | -0.85% | -4.70% | -8.83% |
| Maximum loss | -5.18% | -5.18% | -5.18% | -18.40% | -19.90% |
| Outperformance | +3.09% | - | +4.35% | +8.05% | +12.46% |
All quotes in EUR
Performance
| YTD | +15.27% | ||
|---|---|---|---|
| 6 Months | +6.61% | ||
| 1 Year | +23.25% | ||
| 3 Years | +12.00% | ||
| 5 Years | +34.82% | ||
| 10 Years | +50.72% | ||
| Since start | +60.75% | ||
| Year | |||
| 2023 | +13.05% | ||
| 2022 | -15.94% | ||
| 2021 | +16.23% | ||
| 2020 | +3.44% | ||
| 2019 | +16.28% | ||
| 2018 | -7.26% | ||
| 2017 | +5.27% | ||
| 2016 | -1.76% | ||
| 2015 | +2.09% | ||
Dividends
| 2017-04-03 | 0.16 EUR |
