Vortrag am FONDS professionell KONGRESSTresides Dividend & Growth AMI A (a)
| MVD-Fonds Rating | EDA |
|---|---|
 | 79 |
ISIN: DE000A1J3AE0 | WKN: A1J3AE
KAG: Ampega Investment
NAV: 163,97 EUR am 26.09.2024
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Kennzahlen Tresides Dividend & Growth AMI A (a)
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,76% | +8,12% | +19,70% | +26,36% | +52,52% | +98,51% | +117,09% |
| Volatilität | +7,57% | +10,05% | +9,23% | +13,93% | +17,61% | +16,22% | +15,86% |
| Sharpe Ratio | +4,56 | +1,33 | +1,77 | +0,34 | +0,31 | +0,23 | +0,26 |
| Bester Monat | - | +3,92% | +6,19% | +8,81% | +16,59% | +16,59% | +16,59% |
| Schl. Monat | - | -2,21% | -3,55% | -8,73% | -18,20% | -18,20% | -18,20% |
| Max. Verlust | -1,44% | -5,50% | -5,50% | -21,77% | -39,06% | -39,06% | -39,06% |
Monatsperformance Tresides Dividend & Growth AMI A (a)
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +2,35% | +6,76% | -0,85% | -0,16% | -1,92% |
| Februar | -0,20% | +3,11% | -6,09% | +2,66% | -8,71% |
| März | +3,92% | -0,28% | -0,10% | +8,06% | -18,20% |
| April | -0,60% | +2,56% | +0,65% | +1,52% | +6,51% |
| Mai | +3,48% | -3,31% | +0,42% | +3,12% | +4,40% |
| Juni | -2,21% | +1,92% | -8,73% | +1,15% | +3,79% |
| Juli | +3,62% | +3,07% | +5,75% | +1,88% | -2,08% |
| August | +1,46% | -1,75% | -4,20% | +1,96% | +3,70% |
| September | +1,40% | -2,54% | -6,63% | -2,25% | -1,87% |
| Oktober | - | -3,55% | +8,81% | +2,79% | -5,50% |
| November | - | +6,19% | +5,99% | -2,89% | +16,59% |
| Dezember | - | +2,91% | -2,40% | +6,65% | +1,50% |
| Gesamt | +13,82% | +15,41% | -8,64% | +26,78% | -5,81% |
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