Vortrag am FONDS professionell KONGRESSAllianz FinanzPlan 2030 - A - EUR
| MVD-Fonds Rating | EDA |
|---|---|
  | 82 |
ISIN: LU0239367716 | WKN: A0H0SP
KAG: Allianz Gl.Investors
NAV: 164,29 EUR am 27.09.2024
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Kennzahlen Allianz FinanzPlan 2030 - A - EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,96% | +4,11% | +15,00% | +10,45% | +26,74% | +55,86% | +78,12% |
| Volatilität | +5,12% | +5,97% | +5,26% | +6,09% | +7,70% | +7,42% | +9,53% |
| Sharpe Ratio | +4,37 | +0,83 | +2,21 | +0,00 | +0,20 | +0,16 | -0,01 |
| Bester Monat | - | +2,72% | +3,94% | +4,24% | +6,59% | +6,66% | +7,66% |
| Schl. Monat | - | -0,70% | -1,75% | -4,94% | -8,97% | -8,97% | -16,76% |
| Max. Verlust | -1,36% | -4,32% | -4,32% | -11,66% | -21,55% | -21,55% | -47,83% |
Monatsperformance Allianz FinanzPlan 2030 - A - EUR
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +1,39% | +2,82% | -3,60% | +0,83% | +0,48% |
| Februar | +0,68% | -1,19% | -1,41% | +1,58% | -6,09% |
| März | +2,72% | +0,17% | +2,89% | +3,44% | -8,97% |
| April | -0,70% | +0,22% | -1,16% | +1,63% | +4,79% |
| Mai | +0,83% | +1,69% | -1,43% | +0,83% | +0,80% |
| Juni | +1,23% | +0,59% | -3,82% | +1,43% | +0,74% |
| Juli | +0,25% | +1,64% | +4,24% | +0,68% | +0,80% |
| August | +0,40% | -0,61% | -0,38% | +1,11% | +2,45% |
| September | +1,81% | -1,50% | -4,94% | -1,09% | -1,66% |
| Oktober | - | -1,75% | +0,87% | +2,46% | -1,01% |
| November | - | +3,94% | +1,58% | +0,19% | +6,59% |
| Dezember | - | +3,59% | -3,21% | +1,33% | +1,29% |
| Gesamt | +8,91% | +9,82% | -10,29% | +15,33% | -0,79% |
