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Trojan Ethical Ireland X/  IE00BMC49T50  /

Fonds
NAV1/9/2025 Chg.+0.0066 Type of yield Investment Focus Investment company
1.1899USD +0.56% reinvestment Mixed Fund Worldwide Waystone M.Co.(IE) ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2022 - - - - - - - - -2.89 -0.60 0.81 0.37 -
2023 1.27 -1.13 1.91 0.93 -0.53 -0.78 0.67 0.04 -0.42 0.48 0.97 1.54 +4.99%
2024 0.73 -0.53 2.25 0.44 0.26 1.19 0.39 -0.45 0.43 1.33 0.87 -0.03 -
2025 1.08 - - - - - - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 5.17% 3.76% 3.63% -% -%
Sharpe ratio 10.01 1.27 1.62 - -
Best month +1.08% +1.33% +2.25% +2.25% -
Worst month -0.03% -0.45% -0.53% -2.89% -
Maximum loss -0.49% -1.11% -1.36% - -
Outperformance - - - - -
 
All quotes in USD

Performance

YTD  
+1.08%
6 Months  
+3.74%
1 Year  
+8.68%
3 Years     -
5 Years     -
Since start  
+10.45%
Year
2023  
+4.99%