Warburg Global ETFs-Strategie Aktiv/ DE000A2H89E6 /
| NAV05/11/2024 | Chg.-1.0800 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 140.3000EUR | -0.76% | reinvestment | Mixed Fund Worldwide | WARBURG INVEST KAG ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2019 | - | - | - | 1.35 | -4.24 | 2.13 | 1.44 | -2.16 | 3.20 | 0.47 | 2.94 | 1.86 | - |
| 2020 | -0.53 | -6.79 | -17.38 | 8.76 | 1.89 | -0.91 | 2.33 | 6.80 | -3.63 | -1.42 | 8.01 | 1.64 | -4.14% |
| 2021 | 2.71 | 1.15 | 4.34 | 2.59 | -0.13 | 3.25 | 1.41 | 2.49 | -2.33 | 4.01 | 2.40 | 2.67 | +27.28% |
| 2022 | -7.85 | -0.86 | 4.45 | -2.48 | -2.47 | -4.78 | 6.11 | 0.03 | -6.27 | 1.93 | 1.25 | -4.50 | -15.27% |
| 2023 | 3.89 | -1.00 | -2.09 | 0.11 | 3.28 | 1.16 | 2.77 | -2.25 | -1.23 | -4.95 | 6.86 | 4.52 | +10.93% |
| 2024 | 3.25 | 3.06 | 3.19 | -1.52 | 1.35 | 3.97 | -1.85 | 1.41 | 0.83 | 2.45 | -2.39 | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 10.71% | 11.69% | 10.14% | 12.40% | 14.63% |
| Sharpe ratio | 1.32 | 0.79 | 1.94 | 0.02 | 0.22 |
| Best month | +4.52% | +3.97% | +6.86% | +6.86% | +8.76% |
| Worst month | -2.39% | -2.39% | -2.39% | -7.85% | -17.38% |
| Maximum loss | -9.28% | -9.28% | -9.28% | -17.01% | -31.29% |
| Outperformance | +5.09% | - | +8.67% | - | - |
All quotes in EUR
Performance
| YTD | +14.38% | ||
|---|---|---|---|
| 6 Months | +5.97% | ||
| 1 Year | +22.70% | ||
| 3 Years | +10.18% | ||
| 5 Years | +35.98% | ||
| 10 Years | - | ||
| Since start | +40.30% | ||
| Year | |||
| 2023 | +10.93% | ||
| 2022 | -15.27% | ||
| 2021 | +27.28% | ||
| 2020 | -4.14% | ||
