Vortrag am FONDS professionell KONGRESSART Top 50 Smart ESG Convertibles UI R
| MVD-Fonds Rating | EDA |
|---|---|
  | 86 |
ISIN: DE000A2PMXC5 | WKN: A2PMXC
KAG: Universal-Investment
NAV: 89,57 EUR am 26.09.2024
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Kennzahlen ART Top 50 Smart ESG Convertibles UI R
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,55% | -0,28% | +4,88% | -19,66% | -1,43% | - | -0,48% |
| Volatilität | +5,48% | +6,11% | +6,22% | +8,20% | +8,65% | - | +8,58% |
| Sharpe Ratio | +3,02 | -0,64 | +0,25 | -1,27 | -0,42 | - | -0,40 |
| Bester Monat | - | +1,24% | +4,68% | +4,68% | +7,16% | - | +7,16% |
| Schl. Monat | - | -2,25% | -3,36% | -6,28% | -9,44% | - | -9,44% |
| Max. Verlust | -1,42% | -5,15% | -5,15% | -28,07% | -30,64% | - | -30,64% |
Monatsperformance ART Top 50 Smart ESG Convertibles UI R
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -2,51% | +4,47% | -4,91% | +0,38% | +0,28% |
| Februar | +1,31% | -1,93% | -1,82% | +4,99% | -1,59% |
| März | +0,90% | +0,06% | -1,64% | -2,85% | -9,44% |
| April | -2,25% | -1,49% | -4,06% | +0,65% | +5,31% |
| Mai | +1,24% | -0,13% | -2,80% | -1,11% | +4,84% |
| Juni | +0,09% | +2,23% | -5,95% | +0,71% | +4,66% |
| Juli | -0,12% | +0,99% | +3,72% | -1,54% | +2,32% |
| August | -0,49% | -3,94% | -1,49% | +0,23% | +3,33% |
| September | +1,06% | -2,75% | -6,28% | -2,25% | -0,66% |
| Oktober | - | -3,36% | +1,78% | +2,29% | +0,07% |
| November | - | +4,68% | +3,04% | -1,31% | +7,16% |
| Dezember | - | +4,22% | -1,97% | +0,30% | +3,32% |
| Gesamt | -0,85% | +2,56% | -20,71% | +0,24% | +20,17% |
