Wallrich Al Peloton/ DE000A2JQH30 /
| NAV2024-04-18 | Chg.+0.2000 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 113.7500EUR | +0.18% | paying dividend | Alternative Investments Worldwide | HANSAINVEST ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | -0.28 | 1.04 | -0.68 | 1.99 | 0.71 | 1.01 | 0.34 | 0.47 | 0.24 | 0.28 | - |
| 2020 | 1.19 | -1.80 | -30.84 | 11.28 | 4.09 | 1.76 | 3.04 | 4.14 | -0.69 | -2.45 | 6.70 | 1.30 | -8.98% |
| 2021 | 0.95 | 1.05 | 2.17 | 0.53 | 1.09 | 0.67 | 0.59 | 0.91 | -0.65 | 2.23 | -1.79 | 2.89 | +11.07% |
| 2022 | -0.95 | 0.22 | 1.21 | 0.06 | 3.17 | -5.23 | 3.00 | -0.50 | 0.23 | 3.45 | 1.98 | -0.70 | +5.75% |
| 2023 | 0.56 | 0.63 | 1.37 | 1.16 | 1.08 | 0.38 | 1.35 | 0.11 | 0.05 | 0.14 | 2.58 | 0.73 | +10.58% |
| 2024 | 0.74 | 0.23 | 0.48 | -0.25 | - | - | - | - | - | - | - | - | - |
Single months: Dividends not considered
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 1.70% | 2.44% | 3.30% | 7.56% | 14.63% |
| Sharpe ratio | 0.17 | 1.80 | 1.28 | 0.51 | 0.05 |
| Best month | +0.74% | +2.58% | +2.58% | +3.45% | +11.28% |
| Worst month | -0.25% | -0.25% | -0.25% | -5.23% | -30.84% |
| Maximum loss | -0.57% | -1.22% | -1.38% | -7.72% | -43.24% |
| Outperformance | +6.38% | - | +13.81% | - | - |
All quotes in EUR
Performance
| YTD | +1.21% | ||
|---|---|---|---|
| 6 Months | +4.05% | ||
| 1 Year | +8.11% | ||
| 3 Years | +25.19% | ||
| 5 Years | +25.15% | ||
| Since start | +25.86% | ||
| Year | |||
| 2023 | +10.58% | ||
| 2022 | +5.75% | ||
| 2021 | +11.07% | ||
| 2020 | -8.98% | ||
Dividends
| 2024-02-22 | 2.30 EUR |
| 2023-02-15 | 2.13 EUR |
| 2022-02-15 | 2.02 EUR |
| 2021-02-15 | 1.00 EUR |
| 2020-02-14 | 3.20 EUR |
