Vortrag am FONDS professionell KONGRESSWellington Gl.Quality Gro.Fd.D EUR
| MVD-Fonds Rating | EDA |
|---|---|
 | 66 |
ISIN: LU1366139522 | WKN: A2AELY
KAG: Wellington (LU)
NAV: 23,59 EUR am 29.08.2024
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Kennzahlen Wellington Gl.Quality Gro.Fd.D EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,86% | +5,39% | +23,28% | +12,52% | +59,14% | - | +119,25% |
| Volatilität | +20,81% | +12,58% | +11,79% | +14,80% | +18,13% | - | +16,76% |
| Sharpe Ratio | +0,34 | +0,60 | +1,68 | +0,03 | +0,34 | - | +0,46 |
| Bester Monat | - | +5,95% | +5,95% | +7,79% | +12,12% | - | +12,12% |
| Schl. Monat | - | -3,36% | -3,36% | -7,46% | -10,76% | - | -10,76% |
| Max. Verlust | -8,07% | -10,34% | -10,34% | -23,93% | -31,01% | - | -31,01% |
Monatsperformance Wellington Gl.Quality Gro.Fd.D EUR
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +4,60% | +3,87% | -7,46% | -0,32% | +2,33% |
| Februar | +5,95% | -0,21% | -4,01% | +2,30% | -6,74% |
| März | +3,47% | -1,04% | +1,81% | +3,81% | -10,76% |
| April | -3,36% | +0,14% | -3,26% | +3,76% | +12,12% |
| Mai | +2,33% | +2,73% | -2,27% | -1,17% | +3,45% |
| Juni | +3,59% | +3,48% | -6,06% | +4,25% | +3,32% |
| Juli | -0,26% | +1,82% | +7,79% | +2,53% | +0,99% |
| August | -0,31% | -0,44% | -1,76% | +3,70% | +4,72% |
| September | - | -0,64% | -5,83% | -3,47% | -1,47% |
| Oktober | - | -2,60% | +6,40% | +5,38% | -2,35% |
| November | - | +5,83% | +0,27% | +0,50% | +6,00% |
| Dezember | - | +3,04% | -7,40% | +2,04% | +1,21% |
| Gesamt | +16,80% | +16,82% | -20,87% | +25,52% | +11,41% |
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