Warburg Global ETFs-Strategie Aktiv/ DE000A2H89E6 /
| NAV23/07/2024 | Chg.+0.5100 | Type de rendement | Focus sur l'investissement | Société de fonds |
|---|---|---|---|---|
| 138.9100EUR | +0.37% | reinvestment | Mixed Fund Worldwide | WARBURG INVEST KAG ▶ |
Performance mensuelle
| janv. | févr. | mars | avr. | mai | juin | juil. | août | sept. | oct. | nov. | déc. | 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 | -0.62 | - | - | - | - | - | - |
Valeurs calculées
| CAD | 6 Mois | 1 An | 3 Ans | 5 Ans | |
|---|---|---|---|---|---|
| Volatilité | 8.52% | 8.75% | 9.01% | 12.05% | 14.53% |
| Ratio de Sharpe | 2.51 | 2.39 | 1.61 | 0.14 | 0.20 |
| Le meilleur mois | +4.52% | +3.97% | +6.86% | +6.86% | +8.76% |
| Le plus défavorable mois | -1.52% | -1.52% | -4.95% | -7.85% | -17.38% |
| Perte maximale | -3.79% | -3.79% | -8.55% | -17.01% | -31.29% |
| Surperformance | +5.09% | - | +8.67% | - | - |
Toutes les cotations dans EUR
Performance
| CAD | +13.25% | ||
|---|---|---|---|
| 6 Mois | +11.57% | ||
| 1 An | +18.12% | ||
| 3 Ans | +17.10% | ||
| 5 Ans | +38.12% | ||
| 10 ans | - | ||
| Depuis le début | +38.91% | ||
| Année | |||
| 2023 | +10.93% | ||
| 2022 | -15.27% | ||
| 2021 | +27.28% | ||
| 2020 | -4.14% | ||
