Performance

Year by Year Returns Casa de Investimentos MSCI World PSI20
2020 -29,36% -19,16% -21,95%
2019 28,95% 29,44% 14,92%
2018 -15,21% -4,88% -8,78%
2017 2,24% 7,03% 18,99%
2016 16,00% 10,40% -9,80%
2015 -2,66% 10,22% 13,85%
2014 12,36% 19,81% -25,43%
2013 27,34% 20,88% 19,02%
2012 11,66% 12,68% 6,68%
2010/2011 12,43% 1,78% -25,53%
Cumulative Returns 60,13% 114,30% -29,32%
Annualized Returns 5,15% 8,47% -3,63%

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Performance

Capital Gains and Dividends

100.000 euros invested in November 15th 2010 are worth 224 429 euros in November 30th 2019. This includes dividends and capital gains.

  • MSCI World
  • PSI20
  • Casa de Investimentos
Annualized Returns
5,15
%
Cumulative Returns
60,13
%