Monolith vs Referentie-index

Monolith (maandelijks rendement in %)

jaarjanfebmrtaprmeijunjulaugseptoktnovdecjaarcum.
20061,32,03,33,3
20074,94,52,41,73,1-0,3-0,41,4-1,8-3,1-2,31,912,215,9
2008-12,010,51,91,83,4-9,8-3,81,1-7,5-18,9-8,0-7,2-41,4-32,1
20090,2-8,22,411,03,5-4,25,711,713,43,110,911,076,019,5
2010-0,6-1,72,33,2-0,32,23,6-2,65,10,913,23,632,157,8
2011-2,83,82,60,32,1-3,4-3,8-3,1-7,14,8-4,11,8-9,343,2
20122,211,1-0,71,7-5,1-1,40,1-0,55,00,23,24,120,973,1
20132,61,2-0,25,5-4,8-2,42,41,17,55,10,71,521,4110,1
20140,22,8-0,63,53,30,0-2,8-1,62,2-2,0-1,30,84,4119,4
20156,85,81,31,5-1,2-2,96,7-4,9-4,65,60,81,015,9154,3
2016-3,1-1,12,70,51,1-1,71,90,7-4,6-3,31,62,8-3,0146,8
20173,34,43,36,83,32,1-2,5-3,3-1,40,817,5190,0

Monolith (netto vermogenswaarde per maandultimo)

Jaarjanfebmrtaprmeijunjulaugsepoktnovdec  
200650,0050,6451,65
200754,1756,6257,9658,9260,7560,5860,3661,1960,0958,2556,8957,96
200850,9956,3357,4158,4560,4254,4752,3952,9849,0039,7636,5933,95
200934,0131,2231,9635,4936,7335,1737,1741,5347,1148,5753,8459,75
201059,4158,4159,7361,6761,4962,8465,1063,4366,6867,3076,1778,90
201176,7379,6781,7281,9483,6480,8177,7275,3169,9973,3270,3271,59
201273,1981,3180,7582,1477,9676,8576,9376,5880,4080,5683,1086,54
201388,7889,8189,5994,5289,9487,8089,9390,9097,74102,75103,48105,07
2014105,29108,27107,63111,44115,09115,10111,84110,07112,51110,26108,80109,70
2015117,10123,91125,47127,33125,76122,14130,36123,96118,29124,91125,96127,16
2016123,17121,84125,15125,73127,08124,88127,22128,11122,25118,20120,03123,38
2017127,47133,07137,44146,72151,63154,79150,95145,96143,91145,01

Monolith Stonehenge
(maandelijks rendement in %)

JaarjanfebmaaaprmeijunjulaugsepoktnovdecJaarCum.
20061,3%2,2%3,5%3,5%
20075,2%4,8%2,5%1,7%3,3%-0,4%-0,5%1,4%-2,0%-3,5%-2,7%1,9%12,0%15,9%
2008-13,3%11,7%2,0%1,9%3,6%-11,0%-4,4%1,1%-8,6%-21,6%-9,0%-8,2%-46,3%-37,8%
20090,1%-9,3%2,7%12,2%3,8%-4,8%6,2%12,9%14,7%3,3%12,2%12,2%85,0%15,1%
2010-0,7%-2,0%2,5%3,6%-0,4%2,4%4,0%-3,0%5,7%1,0%14,9%3,9%35,5%55,9%
2011-3,1%4,2%2,8%0,2%2,2%-3,8%-4,3%-3,5%-7,9%5,3%-4,6%2,0%-10,8%39,0%
20122,4%12,4%-0,8%1,9%-5,8%-1,6%0,1%-0,6%5,6%0,2%3,4%4,6%22,8%70,7%
20132,8%1,2%-0,3%6,1%-5,4%-2,7%2,6%1,2%7,7%5,2%0,8%1,7%22,3%108,7%
20140,2%3,1%-0,7%3,9%3,6%0,0%-3,2%-1,8%2,4%-2,2%-1,6%0,9%4,4%117,9%
20157,5%6,4%1,4%1,6%-1,4%-3,2%7,5%-5,3%-5,2%6,2%0,9%1,0%17,5%156,0%
2016-3,6%-1,2%3,0%0,5%1,1%-2,0%2,1%0,7%-5,1%-3,8%1,7%3,0%-3,9%146,0%
20173,7%4,9%3,6%7,5%3,7%2,3%-2,8%-3,7%-1,6%0,819,0%192,8%

Monolith Stonehenge
(netto vermogenswaarde per maandultimo)

Jaarjanfebmrtaprmeijunjulaugsepoktnovdec
20065050,6551,74
200754,4557,0758,559,5161,4861,2460,9561,8160,5558,4156,8557,93
200850,256,0657,1758,2660,3753,7551,3951,9847,5337,2733,931,11
200931,1328,2529,0232,5733,832,1734,1838,5944,2645,7451,357,54
201057,1456,0157,459,4659,2160,6363,0461,1864,6665,2975,0377,97
201175,5778,7580,9581,1582,9779,8276,3973,7267,8671,4668,1469,52
201271,2280,0879,4580,9676,2675,0175,0674,6378,7878,9281,6285,35
201387,7788,8688,5893,9588,8886,4988,7889,8496,79101,86102,64104,35
2014104,55107,82107,07111,26115,28115,24111,54109,53112,2109,72107,99108,95
2015117,13124,66126,35128,37126,57122,47131,63124,68118,25125,59126,71127,99
2016123,43121,89125,55126,15127,59125,07127,64128,59121,98117,38119,37123,01
2017127,51133,71138,49148,82154,32157,80153,37147,63145,21146,38
Op www.citywire.co.uk kunnen meer statistieken worden bepaald. Daar kunnen ook vergelijkingen met andere fondsen worden gemaakt.
Databronnen: Monolith Investment Management en Bloomberg.

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