Helium Invest S EUR
| MVD-Fonds Rating | EDA |
|---|---|
| Kein Rating vorhanden | - |
ISIN: LU1995645956 | WKN: A2PKGC
KAG: Syquant Capital
NAV: 1.310,28 EUR am 26.09.2024
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Kennzahlen Helium Invest S EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,71% | +3,31% | +4,57% | +6,06% | +28,62% | - | +31,03% |
| Volatilität | +0,65% | +1,31% | +2,19% | +2,87% | +3,93% | - | +3,83% |
| Sharpe Ratio | +8,14 | +2,54 | +0,57 | -0,47 | +0,46 | - | +0,49 |
| Bester Monat | - | +0,94% | +1,84% | +2,27% | +2,92% | - | +2,92% |
| Schl. Monat | - | +0,13% | -1,30% | -2,89% | -8,36% | - | -8,36% |
| Max. Verlust | -0,11% | -0,75% | -2,26% | -6,70% | -9,90% | - | -9,90% |
Monatsperformance Helium Invest S EUR
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -1,30% | +2,27% | -0,28% | +1,67% | +0,86% |
| Februar | -0,07% | -0,11% | +0,36% | +1,76% | -0,09% |
| März | +0,34% | +0,34% | -0,49% | +0,83% | -8,36% |
| April | +0,16% | +0,76% | -0,52% | +1,14% | +2,71% |
| Mai | +0,90% | -0,16% | -1,72% | +1,30% | +1,61% |
| Juni | +0,13% | +0,32% | -2,89% | +1,21% | +2,37% |
| Juli | +0,94% | +0,23% | +2,02% | +0,57% | -0,10% |
| August | +0,51% | +0,15% | +0,64% | +0,28% | +1,00% |
| September | +0,57% | +0,49% | -2,84% | +1,19% | +1,00% |
| Oktober | - | -1,23% | -0,43% | +0,23% | +1,90% |
| November | - | +1,84% | +1,26% | +0,40% | +2,92% |
| Dezember | - | +1,75% | +0,62% | +1,18% | +1,56% |
| Gesamt | +2,18% | +6,80% | -4,31% | +12,40% | +7,09% |
