Vortrag am FONDS professionell KONGRESSBV Global Balance Fonds
| MVD-Fonds Rating | EDA |
|---|---|
 | 62 |
ISIN: LU0359152575 | WKN: A0MVXF
KAG: LRI Invest
NAV: 160,26 EUR am 26.09.2024
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Kennzahlen BV Global Balance Fonds
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,21% | +4,29% | +14,09% | +12,23% | +26,78% | +41,60% | +60,26% |
| Volatilität | +7,03% | +6,29% | +5,47% | +7,11% | +8,91% | +8,13% | +8,81% |
| Sharpe Ratio | +3,69 | +0,85 | +1,96 | +0,08 | +0,17 | +0,02 | -0,05 |
| Bester Monat | - | +2,31% | +3,43% | +3,61% | +5,44% | +5,44% | +6,24% |
| Schl. Monat | - | -0,44% | -1,31% | -4,11% | -6,57% | -6,57% | -6,72% |
| Max. Verlust | -1,95% | -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 | +0,34% | -1,43% | -1,63% | +1,21% | +2,26% |
| September | +1,48% | -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 | +9,36% | +9,57% | -7,94% | +8,64% | +2,74% |
