NAV12/31/2024 Chg.-152.9500 Type of yield Investment Focus Investment company
1,672.9000EUR -8.38% reinvestment Mixed Fund Worldwide Ahead Wealth Sol. 
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2021 - - - - - - - - -3.66 6.31 9.03 -0.14 -
2022 -24.24 -6.65 20.39 -21.92 -2.17 -14.06 11.57 0.82 -11.91 0.81 -2.07 -8.26 -49.84%
2023 5.65 -1.51 0.22 -1.62 26.00 -2.74 11.22 6.78 -16.63 -13.22 27.06 6.32 +45.94%
2024 30.23 36.75 22.40 -15.32 12.59 8.51 -10.97 4.30 -4.54 6.74 1.80 -5.45 -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 45.50% 32.85% 45.50% 44.38% -%
Sharpe ratio 2.27 -0.70 2.41 0.27 -
Best month +36.75% +8.51% +36.75% +36.75% -
Worst month -15.32% -10.97% -15.32% -24.24% -
Maximum loss -23.10% -23.10% -23.10% -49.84% -
Outperformance - - - - -
 
All quotes in EUR

Performance

YTD  
+105.35%
6 Months
  -10.65%
1 Year  
+111.40%
3 Years  
+50.34%
5 Years     -
Since start  
+67.39%
Year
2023  
+45.94%
2022
  -49.84%