BV Global Balance Fonds
MVD-Fonds Rating | EDA |
---|---|
![]() ![]() ![]() ![]() ![]() ![]() | 62 |
ISIN: LU0359152575 | WKN: A0MVXF
KAG: LRI Invest
NAV: 156,65 EUR am 20.08.2024
Chart
Kennzahlen BV Global Balance Fonds
1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
Performance | -0,06% | +4,83% | +11,87% | +10,15% | +27,14% | +40,20% | +56,65% |
Volatilität | +10,44% | +5,88% | +5,31% | +7,07% | +8,89% | +8,12% | +8,82% |
Sharpe Ratio | -0,42 | +1,08 | +1,57 | -0,04 | +0,15 | -0,01 | -0,08 |
Bester Monat | - | +2,31% | +3,43% | +3,61% | +5,44% | +5,44% | +6,24% |
Schl. Monat | - | -0,47% | -1,43% | -4,11% | -6,57% | -6,57% | -6,72% |
Max. Verlust | -3,57% | -4,36% | -4,36% | -11,43% | -18,84% | -18,84% | -24,29% |
Monatsperformance BV Global Balance Fonds
2024 | 2023 | 2022 | 2021 | 2020 | |
Januar | +1,06% | +3,52% | -1,53% | -0,32% | -0,91% |
Februar | +1,86% | -0,28% | -2,08% | +0,97% | -3,84% |
März | +2,31% | +0,91% | +0,78% | +3,33% | -6,57% |
April | -0,44% | +0,24% | -0,96% | +0,32% | +4,52% |
Mai | +0,83% | +0,58% | -1,07% | +0,80% | +1,74% |
Juni | +1,25% | +1,27% | -4,11% | +0,85% | +2,57% |
Juli | +0,33% | +1,30% | +3,61% | -0,10% | +0,11% |
August | -0,47% | -1,43% | -1,63% | +1,21% | +2,26% |
September | - | -0,93% | -3,24% | -1,28% | -0,97% |
Oktober | - | -1,31% | +2,16% | +1,65% | -2,63% |
November | - | +3,43% | +2,82% | -1,16% | +5,44% |
Dezember | - | +2,02% | -2,66% | +2,14% | +1,66% |
Gesamt | +6,89% | +9,57% | -7,94% | +8,64% | +2,74% |