Vortrag am FONDS professionell KONGRESSCONVERTIBLE GLOBAL DIVERSIFIED UI
| MVD-Fonds Rating | EDA |
|---|---|
  | 82 |
ISIN: DE000A0M9995 | WKN: A0M999
KAG: Universal-Investment
NAV: 161,13 EUR am 20.08.2024
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Kennzahlen CONVERTIBLE GLOBAL DIVERSIFIED UI
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -0,71% | +0,06% | +4,09% | -5,22% | +18,46% | +32,82% | +89,70% |
| Volatilität | +7,35% | +4,57% | +4,35% | +5,55% | +6,02% | +5,91% | +6,11% |
| Sharpe Ratio | -1,66 | -0,75 | +0,13 | -0,96 | -0,02 | -0,11 | +0,07 |
| Bester Monat | - | +1,57% | +3,36% | +4,01% | +4,67% | +4,67% | +6,87% |
| Schl. Monat | - | -1,60% | -2,64% | -4,01% | -4,67% | -4,67% | -14,07% |
| Max. Verlust | -3,12% | -4,21% | -4,21% | -16,45% | -16,45% | -16,45% | -25,65% |
Monatsperformance CONVERTIBLE GLOBAL DIVERSIFIED UI
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -0,79% | +4,01% | -2,98% | +3,62% | +0,01% |
| Februar | +1,02% | -0,98% | -1,99% | +3,07% | -0,48% |
| März | +1,57% | +0,25% | -0,74% | +0,49% | -4,67% |
| April | -1,60% | -0,88% | -1,67% | +0,57% | +4,67% |
| Mai | +0,47% | +0,91% | -2,03% | +0,16% | +1,29% |
| Juni | +0,07% | +1,71% | -3,32% | +0,43% | +2,34% |
| Juli | -0,12% | +0,92% | +3,14% | -2,09% | +2,04% |
| August | -0,19% | -2,15% | -0,65% | +1,70% | +1,17% |
| September | - | -0,86% | -4,01% | -1,76% | -0,38% |
| Oktober | - | -2,64% | +0,69% | +1,17% | -0,06% |
| November | - | +3,36% | +2,63% | -1,24% | +4,63% |
| Dezember | - | +2,63% | -1,04% | -0,07% | +4,08% |
| Gesamt | +0,40% | +6,20% | -11,58% | +6,04% | +15,23% |
