Investlinx Balanced Income UCITS ETF/ IE000PPEL1I4 /
| NAV22/01/2025 | Chg.+0.0650 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 12.4880EUR | +0.52% | reinvestment | Mixed Fund Worldwide | Investlinx Inv.Mgmt. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | 2.02 | 0.00 | 1.09 | 1.57 | 1.16 | 0.00 | -1.14 | -0.39 | 3.29 | 1.31 | - |
| 2024 | 2.59 | 1.62 | 1.33 | -1.57 | 0.80 | 2.59 | 0.52 | 0.20 | 0.29 | -0.70 | 4.07 | 0.67 | - |
| 2025 | 2.14 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 5.57% | 7.22% | 6.40% | -% | -% |
| Sharpe ratio | 8.00 | 1.75 | 1.83 | - | - |
| Best month | +2.14% | +4.07% | +4.07% | - | - |
| Worst month | +0.67% | -0.70% | -1.57% | - | - |
| Maximum loss | -0.86% | -2.46% | -2.77% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Performance
| YTD | +2.14% | ||
|---|---|---|---|
| 6 Months | +7.44% | ||
| 1 Year | +14.36% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +25.76% | ||
| Year | |||