Vortrag am FONDS professionell KONGRESSUBS (Lux) Strategy Fund - Balanced Sustainable (CHF), Anteilsklasse P-acc, CHF
| MVD-Fonds Rating | EDA |
|---|---|
  | 73 |
ISIN: LU0049785289 | WKN: 973770
KAG: UBS Fund M. (LU)
NAV: 2.117,38 CHF am 16.08.2024
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Kennzahlen UBS (Lux) Strategy Fund - Balanced Sustainable (CHF), Anteilsklasse P-acc, CHF
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -0,42% | +4,37% | +7,97% | -8,20% | +4,18% | +13,62% | +111,74% |
| Volatilität | +9,33% | +5,75% | +5,54% | +7,10% | +8,51% | +7,32% | +7,65% |
| Sharpe Ratio | -0,90 | +0,94 | +0,80 | -0,90 | -0,32 | -0,31 | -0,14 |
| Bester Monat | - | +2,33% | +4,14% | +4,14% | +6,41% | +6,41% | +6,41% |
| Schl. Monat | - | -2,23% | -2,92% | -5,68% | -10,85% | -10,85% | -10,85% |
| Max. Verlust | -3,61% | -3,72% | -5,54% | -20,45% | -23,42% | -23,42% | -35,21% |
Monatsperformance UBS (Lux) Strategy Fund - Balanced Sustainable (CHF), Anteilsklasse P-acc, CHF
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,06% | +3,62% | -4,51% | -0,25% | -0,68% |
| Februar | +1,03% | -1,94% | -2,49% | +0,78% | -4,35% |
| März | +2,03% | +0,78% | +0,17% | +2,55% | -10,85% |
| April | -2,23% | +0,86% | -2,93% | +0,67% | +5,64% |
| Mai | +2,33% | -1,44% | -1,24% | +0,99% | +2,52% |
| Juni | +0,43% | +1,16% | -5,65% | +1,63% | +1,68% |
| Juli | +1,19% | +1,09% | +3,92% | -0,50% | +1,44% |
| August | +0,10% | -1,27% | -2,81% | +1,53% | +1,79% |
| September | - | -2,24% | -5,68% | -1,84% | -0,82% |
| Oktober | - | -2,92% | +2,70% | +1,32% | -1,86% |
| November | - | +4,14% | +3,23% | -1,71% | +6,41% |
| Dezember | - | +2,76% | -2,45% | +2,44% | +1,93% |
| Gesamt | +4,97% | +4,38% | -16,88% | +7,76% | +1,67% |
