C WorldWide Global Equities Ethical 1C/ LU2678175618 /
| NAV1/22/2025 | Chg.+3.0500 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 437.8400SEK | +0.70% | reinvestment | Equity Worldwide | C WORLDWIDE FUND M. ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | - | - | - | - | - | - | - | - | 3.41 | 0.42 | - |
| 2024 | 4.75 | 1.84 | 5.08 | 1.29 | -2.69 | 4.34 | 0.14 | -1.48 | -1.06 | 1.56 | 3.57 | -1.85 | - |
| 2025 | 2.41 | - | - | - | - | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 8.18% | 14.08% | 12.18% | -% | -% |
| Sharpe ratio | 5.59 | 0.24 | 0.97 | - | - |
| Best month | +2.41% | +3.57% | +5.08% | - | - |
| Worst month | -1.85% | -1.85% | -2.69% | - | - |
| Maximum loss | -1.17% | -8.75% | -9.53% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in SEK
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| C WorldWide Global Equities Ethi... | reinvestment | 38.1800 | +13.36% | +23.08% | |
| C WorldWide Global Equities Ethi... | reinvestment | 13.8200 | +13.74% | +24.50% | |
| C WorldWide Global Equities Ethi... | reinvestment | 437.8400 | +14.49% | - |
Performance
| YTD | +2.41% | ||
|---|---|---|---|
| 6 Months | +3.01% | ||
| 1 Year | +14.49% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| Since start | +23.55% | ||
| Year | |||