Vortrag am FONDS professionell KONGRESSAllianz FinanzPlan 2040 - A - EUR
| MVD-Fonds Rating | EDA |
|---|---|
 | 79 |
ISIN: LU0239368953 | WKN: A0H0SV
KAG: Allianz Gl.Investors
NAV: 202,39 EUR am 27.09.2024
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Kennzahlen Allianz FinanzPlan 2040 - A - EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,43% | +5,28% | +21,15% | +18,52% | +44,54% | +85,51% | +116,96% |
| Volatilität | +8,18% | +9,51% | +8,25% | +9,16% | +10,82% | +9,76% | +10,92% |
| Sharpe Ratio | +3,58 | +0,78 | +2,16 | +0,27 | +0,40 | +0,31 | +0,09 |
| Bester Monat | - | +3,79% | +5,52% | +6,31% | +8,86% | +8,86% | +8,86% |
| Schl. Monat | - | -0,73% | -3,66% | -6,88% | -10,67% | -10,67% | -16,84% |
| Max. Verlust | -2,98% | -7,63% | -7,63% | -14,70% | -26,98% | -26,98% | -48,73% |
Monatsperformance Allianz FinanzPlan 2040 - A - EUR
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +3,11% | +3,91% | -4,65% | +1,07% | +0,52% |
| Februar | +1,99% | -0,45% | -1,70% | +2,01% | -8,30% |
| März | +3,79% | -0,42% | +3,97% | +4,76% | -10,67% |
| April | -0,73% | +0,24% | -1,52% | +1,96% | +6,48% |
| Mai | +1,51% | +2,65% | -1,91% | +1,07% | +1,05% |
| Juni | +2,24% | +1,62% | -5,45% | +2,23% | +0,95% |
| Juli | -0,67% | +2,57% | +6,31% | +0,81% | +1,14% |
| August | +0,31% | -0,96% | -0,45% | +1,79% | +3,48% |
| September | +2,06% | -1,50% | -6,88% | -1,58% | -2,24% |
| Oktober | - | -3,66% | +1,46% | +3,47% | -1,39% |
| November | - | +5,52% | +2,10% | +0,36% | +8,86% |
| Dezember | - | +4,12% | -4,15% | +1,86% | +1,68% |
| Gesamt | +14,35% | +14,08% | -12,91% | +21,55% | -0,12% |
