WCM Select Global Growth Equity Fund S2/A (USD)/ LU2169559510 /
| NAV08/01/2025 | Diferencia+0.7500 | Tipo de beneficio | Enfoque de la inversión | Sociedad de fondos |
|---|---|---|---|---|
| 157.4100USD | +0.48% | reinvestment | Equity Worldwide | Natixis Inv. M. Int. ▶ |
Rendimiento mensual
| ene. | feb. | mar. | abr. | may. | jun. | jul. | ago. | sep. | oct. | nov. | dic. | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2022 | - | -0.96 | -0.35 | -13.29 | -6.14 | -7.16 | 13.97 | -5.09 | -11.14 | 5.29 | 3.43 | -6.26 | -23.38% |
| 2023 | 8.98 | -3.63 | 2.50 | -0.62 | 5.78 | 5.32 | 2.23 | -6.12 | -4.55 | -4.29 | 10.93 | 9.58 | +27.03% |
| 2024 | 2.55 | 8.65 | 4.33 | -5.16 | 6.73 | 2.12 | -0.56 | 6.87 | 5.58 | 3.89 | 16.36 | -3.69 | - |
| 2025 | 3.03 | - | - | - | - | - | - | - | - | - | - | - | - |
Valores estimados
| Año hasta la fecha | 6 Meses | Promedio móvil | 3 Años | 5 Años | |
|---|---|---|---|---|---|
| Volatilidad | 17.01% | 21.70% | 18.79% | -% | -% |
| Índice de Sharpe | 16.91 | 3.27 | 3.24 | - | - |
| El mes mejor | +3.03% | +16.36% | +16.36% | +16.36% | - |
| El mes peor | -3.69% | -3.69% | -5.16% | -13.29% | - |
| Pérdida máxima | -1.40% | -11.99% | -11.99% | - | - |
| Rendimiento superior | - | - | - | - | - |
Todas las cotizaciones en USD
Tramos
| Nombre | Tipo de beneficio | Prec. de rescate | Promedio móvil | 3 Años | |
|---|---|---|---|---|---|
| WCM Select Global Growth Equity ... | reinvestment | 157.4100 | +63.66% | +57.41% | |
| WCM Select Global Growth Equity ... | reinvestment | 172.3200 | +69.09% | +72.32% | |
| WCM Select Global Growth Equity ... | reinvestment | 137.7500 | +62.61% | +34.53% | |
| WCM Select Global Growth Equity ... | reinvestment | 140.7200 | +62.78% | +34.97% | |
| WCM Select Global Growth Equity ... | reinvestment | 102.5400 | +59.87% | +23.78% | |
| WCM Select Global Growth Equity ... | reinvestment | 133.7500 | +61.32% | +31.39% | |
| WCM Select Global Growth Equity ... | reinvestment | 134.3800 | +60.78% | +30.02% | |
| WCM Select Global Growth Equity ... | reinvestment | 133.0400 | +61.97% | +32.96% | |
| WCM Select Global Growth Equity ... | reinvestment | 142.0800 | +68.18% | +48.32% | |
| WCM Select Global Growth Equity ... | reinvestment | 125.5800 | +72.50% | +46.11% | |
| WCM Select Global Growth Equity ... | reinvestment | 166.3400 | +66.34% | - |
Performance
| Año hasta la fecha | +3.03% | ||
|---|---|---|---|
| 6 Meses | +32.13% | ||
| Promedio móvil | +63.66% | ||
| 3 Años | +57.41% | ||
| 5 Años | - | ||
| Desde el principio | +57.41% | ||
| Año | |||
| 2023 | +27.03% | ||
| 2022 | -23.38% | ||