Warburg Global ETFs-Strategie Aktiv/ DE000A2H89E6 /
NAV27/08/2024 | Diferencia-0.0500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
---|---|---|---|---|
137.6800EUR | -0.04% | reinvestment | Mixed Fund Worldwide | WARBURG INVEST KAG ▶ |
Rendimiento mensual
ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | 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 | 0.35 | - | - | - | - | - |
Valores estimados
Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
---|---|---|---|---|---|
Volatilidad | 10.90% | 11.57% | 10.50% | 12.48% | 14.61% |
Índice de Sharpe | 1.46 | 0.63 | 1.50 | 0.07 | 0.26 |
El mes mejor | +4.52% | +3.97% | +6.86% | +6.86% | +8.76% |
El mes peor | -1.85% | -1.85% | -4.95% | -7.85% | -17.38% |
Pérdida máxima | -9.28% | -9.28% | -9.28% | -17.01% | -31.29% |
Rendimiento superior | +5.09% | - | +8.67% | - | - |
Todas las cotizaciones en EUR
Performance
Año hasta la fecha | +12.25% | ||
---|---|---|---|
6 Meses | +5.27% | ||
Promedio móvil | +19.22% | ||
3 Años | +13.59% | ||
5 Años | +41.97% | ||
10 Años | - | ||
Desde el principio | +37.68% | ||
Año | |||
2023 | +10.93% | ||
2022 | -15.27% | ||
2021 | +27.28% | ||
2020 | -4.14% |