Warburg Blue Chips Global Aktiv/ DE000A2PX1P3 /
| NAV2024-07-23 | Chg.+1.5800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 147.7900EUR | +1.08% | reinvestment | Equity Worldwide | WARBURG INVEST KAG ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2021 | - | - | - | 3.44 | -1.84 | 4.49 | 2.89 | 2.20 | -3.37 | 4.85 | 3.12 | 2.18 | - |
| 2022 | -5.25 | -2.55 | 3.05 | -1.94 | -5.10 | -2.73 | 5.97 | -0.75 | -6.60 | 2.20 | 1.25 | -3.67 | -15.66% |
| 2023 | 1.92 | -0.31 | 0.89 | 3.05 | 3.79 | 0.63 | 2.29 | -0.28 | -1.45 | -4.69 | 6.94 | 3.13 | +16.58% |
| 2024 | 7.30 | 4.47 | 4.52 | -1.23 | 2.71 | 6.92 | -1.83 | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.98% | 13.24% | 12.57% | 13.44% | -% |
| Sharpe ratio | 3.48 | 2.88 | 2.18 | 0.50 | - |
| Best month | +7.30% | +7.30% | +7.30% | +7.30% | - |
| Worst month | -1.83% | -1.83% | -4.69% | -6.60% | - |
| Maximum loss | -5.18% | -5.18% | -8.41% | -17.87% | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Share classes
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| Warburg Blue Chips Global Aktiv | reinvestment | 147.7900 | +31.01% | +34.45% | |
| Warburg Blue Chips Global Aktiv ... | paying dividend | 106.5800 | - | - |
Performance
| YTD | +24.76% | ||
|---|---|---|---|
| 6 Months | +19.03% | ||
| 1 Year | +31.01% | ||
| 3 Years | +34.45% | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +47.79% | ||
| Year | |||
| 2023 | +16.58% | ||
| 2022 | -15.66% | ||
