Vortrag am FONDS professionell KONGRESSGlobal Advantage Funds-Em.M.High Val.P
| MVD-Fonds Rating | EDA |
|---|---|
  | 79 |
ISIN: LU1821206189 | WKN: A2JLR5
KAG: Universal-Inv. (LU)
NAV: 126,66 EUR am 27.09.2024
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Kennzahlen Global Advantage Funds-Em.M.High Val.P
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +5,44% | +2,44% | +9,93% | +8,06% | - | - | +11,17% |
| Volatilität | +12,79% | +13,97% | +12,70% | +13,76% | - | - | +13,22% |
| Sharpe Ratio | +6,50 | +0,11 | +0,52 | -0,05 | - | - | -0,03 |
| Bester Monat | - | +5,07% | +5,19% | +8,43% | - | - | +8,43% |
| Schl. Monat | - | -2,51% | -4,78% | -7,97% | - | - | -7,97% |
| Max. Verlust | -3,49% | -12,08% | -12,08% | -16,69% | - | - | -16,69% |
Monatsperformance Global Advantage Funds-Em.M.High Val.P
| 2024 | 2023 | 2022 | 2021 | ||
| Januar | -4,78% | +6,22% | +1,41% | - | |
| Februar | +4,25% | -3,56% | -6,94% | - | |
| März | +1,41% | -0,49% | +1,65% | - | |
| April | -0,03% | -0,59% | -1,97% | -0,10% | |
| Mai | -1,12% | +1,36% | +1,48% | +0,50% | |
| Juni | +2,28% | +3,72% | -7,97% | +1,82% | |
| Juli | -2,51% | +4,70% | +3,18% | -2,36% | |
| August | -0,96% | -5,82% | +2,56% | +3,39% | |
| September | +5,07% | -1,64% | -6,94% | -1,89% | |
| Oktober | - | -2,74% | +3,73% | +0,42% | |
| November | - | +5,19% | +8,43% | -2,66% | |
| Dezember | - | +3,86% | -3,04% | +2,93% | |
| Gesamt | +3,25% | +9,79% | -5,68% | +1,87% |
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