Vortrag am FONDS professionell KONGRESSBerenberg Aktien Deutschland - Anteilklasse R A
| MVD-Fonds Rating | EDA |
|---|---|
  | 83 |
ISIN: LU0146485932 | WKN: 542188
KAG: Universal-Inv. (LU)
NAV: 90,39 EUR am 26.09.2024
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Kennzahlen Berenberg Aktien Deutschland - Anteilklasse R A
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,48% | -3,23% | +8,08% | -19,32% | +15,60% | +27,61% | +81,76% |
| Volatilität | +14,95% | +13,73% | +12,99% | +19,60% | +22,21% | +18,11% | +15,44% |
| Sharpe Ratio | +2,02 | -0,70 | +0,36 | -0,52 | -0,02 | -0,05 | -0,04 |
| Bester Monat | - | +2,92% | +10,77% | +10,77% | +17,99% | +17,99% | +17,99% |
| Schl. Monat | - | -4,66% | -6,00% | -12,39% | -18,71% | -18,71% | -21,26% |
| Max. Verlust | -3,86% | -10,22% | -10,22% | -39,59% | -44,38% | -44,38% | -44,38% |
Monatsperformance Berenberg Aktien Deutschland - Anteilklasse R A
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -1,83% | +9,81% | -9,14% | +0,39% | -0,40% |
| Februar | +1,03% | +0,81% | -7,42% | +0,58% | -10,78% |
| März | +2,92% | +0,63% | +0,23% | +3,47% | -18,71% |
| April | -4,66% | -0,45% | -4,95% | +3,53% | +11,35% |
| Mai | +2,15% | -3,63% | -0,92% | +1,66% | +9,51% |
| Juni | -2,41% | +2,13% | -12,39% | +2,19% | +2,37% |
| Juli | +1,12% | +3,11% | +8,98% | +2,62% | -0,01% |
| August | -0,47% | -2,75% | -7,78% | +5,01% | +5,76% |
| September | +0,67% | -6,00% | -9,25% | -3,99% | -0,31% |
| Oktober | - | -5,77% | +7,98% | +4,12% | -8,51% |
| November | - | +10,77% | +9,43% | -2,82% | +17,99% |
| Dezember | - | +4,09% | -4,70% | +4,33% | +4,76% |
| Gesamt | -1,70% | +11,78% | -28,56% | +22,73% | +7,50% |
