Vortrag am FONDS professionell KONGRESSWVB - Global
| MVD-Fonds Rating | EDA |
|---|---|
  | - |
ISIN: LU0357338093 | WKN: A0NJUK
KAG: IPConcept (LU)
NAV: 140,21 EUR am 20.08.2024
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Kennzahlen WVB - Global
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -1,22% | +4,09% | +12,18% | +9,97% | +43,21% | +73,83% | +47,18% |
| Volatilität | +15,99% | +8,87% | +8,54% | +10,91% | +10,96% | +10,23% | +10,25% |
| Sharpe Ratio | -1,07 | +0,54 | +1,02 | -0,03 | +0,36 | +0,21 | -0,11 |
| Bester Monat | - | +3,12% | +6,79% | +6,94% | +9,89% | +9,89% | +9,89% |
| Schl. Monat | - | -0,70% | -4,88% | -7,53% | -14,58% | -14,58% | -15,41% |
| Max. Verlust | -6,00% | -6,59% | -7,87% | -18,19% | -25,89% | -25,89% | -37,13% |
Monatsperformance WVB - Global
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +1,98% | +5,45% | -5,77% | +1,53% | +0,53% |
| Februar | +1,34% | +1,11% | -2,21% | +1,40% | -3,75% |
| März | +3,12% | -0,09% | +1,79% | +3,97% | -14,58% |
| April | -0,70% | +0,09% | -3,41% | +2,17% | +9,89% |
| Mai | +0,70% | +1,45% | +0,22% | +0,38% | +2,82% |
| Juni | +0,79% | +0,55% | -5,50% | +2,49% | +0,33% |
| Juli | +0,51% | +2,41% | +6,94% | +0,65% | +1,06% |
| August | -0,69% | -2,33% | -1,11% | +1,31% | +3,37% |
| September | - | -2,39% | -7,53% | -2,77% | -0,88% |
| Oktober | - | -4,88% | +4,06% | +3,52% | -2,87% |
| November | - | +6,79% | +4,62% | -0,12% | +8,63% |
| Dezember | - | +3,56% | -1,94% | +1,67% | +1,96% |
| Gesamt | +7,21% | +11,70% | -10,42% | +17,26% | +4,37% |
