Mutual Fund Evli Europe is an equity fund that invests its assets primarily in European equities. The Fund’s investment strategy emphasizes companies with a steady cash flow and which have low indebtedness and are economically priced in proportion to this cash flow. The Fund does not have any index, industry or country restrictions within Europe.
| Rendimento annuo | 1 anno | 3 anni | 5 anni | Inizio | 2024 | 2023 | 2022 | 2021 | 2020 |
|---|---|---|---|---|---|---|---|---|---|
| Rendimento annuo: Fondo | 1 anno: 6,80 | 3 anni: 1,36 | 5 anni: 6,54 | Inizio: 2,45 | 2024: 1,24 | 2023: 13,96 | 2022: -16,77 | 2021: 27,14 | 2020: 3,37 |
| Rendimento annuo: Categoria | 1 anno: 5,34 | 3 anni: 1,00 | 5 anni: 4,62 | Inizio: - | 2024: 2,25 | 2023: 13,15 | 2022: -16,51 | 2021: 21,43 | 2020: 2,08 |
| Rendimento annuo: Percentile | 1 anno: 60,00 | 3 anni: 63,00 | 5 anni: 33,00 | Inizio:- | 2024: 89,00 | 2023: 41,00 | 2022: 46,00 | 2021: 21,00 | 2020: 37,00 |
| Rischio | Volatilità | Sharpe Ratio | Correlazione | Beta | Alfa | Tracking error | Info Ratio |
|---|---|---|---|---|---|---|---|
| Rischio: 3 anni | 1 Volatilità: 16,73 | 3 Sharpe Ratio: 0,20 | 5 Correlazione: 93,65 | Beta: 1,15 | Alfa: -6,51 | Tracking error: 6,19 | Info Ratio: -0,97 |
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Flex-Cap Equity. Data: 2024-04-17
Fonte: Morningstar.
Dati in euros.
Categoria: Europe Flex-Cap Equity. Data: 2024-04-17