Vortrag am FONDS professionell KONGRESSDJE - Dividende & Substanz - PA (EUR)
| MVD-Fonds Rating | EDA |
|---|---|
  | 74 |
ISIN: LU0828771344 | WKN: A1J4B6
KAG: DJE Investment
NAV: 176,87 EUR am 27.09.2024
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Kennzahlen DJE - Dividende & Substanz - PA (EUR)
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,95% | +5,89% | +17,97% | +8,56% | +39,64% | +91,73% | +120,18% |
| Volatilität | +7,68% | +10,12% | +8,71% | +10,42% | +12,17% | +11,82% | +11,49% |
| Sharpe Ratio | +4,87 | +0,86 | +1,68 | -0,06 | +0,29 | +0,29 | +0,31 |
| Bester Monat | - | +3,60% | +3,60% | +4,42% | +8,56% | +8,56% | +8,56% |
| Schl. Monat | - | -2,14% | -2,14% | -7,13% | -7,13% | -7,13% | -7,13% |
| Max. Verlust | -2,59% | -8,32% | -8,32% | -16,34% | -24,26% | -24,26% | -24,26% |
Monatsperformance DJE - Dividende & Substanz - PA (EUR)
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +2,22% | +2,61% | -3,69% | +0,83% | -0,44% |
| Februar | +3,13% | -0,37% | -4,12% | +0,90% | -6,57% |
| März | +3,59% | -1,89% | +4,42% | +4,77% | -6,80% |
| April | -1,56% | +0,62% | -1,65% | +2,55% | +6,33% |
| Mai | +1,65% | +0,66% | -1,33% | +0,13% | +0,22% |
| Juni | +3,60% | +0,61% | -7,13% | +2,79% | +1,64% |
| Juli | -2,14% | +0,82% | +3,68% | +1,53% | +1,97% |
| August | +1,94% | -1,17% | -0,28% | +3,69% | +3,55% |
| September | +1,90% | -0,48% | -6,16% | -3,83% | -3,49% |
| Oktober | - | -2,11% | +2,99% | +1,99% | -1,35% |
| November | - | +2,67% | +3,26% | +0,70% | +8,56% |
| Dezember | - | +1,68% | -2,96% | +3,17% | +2,38% |
| Gesamt | +15,08% | +3,57% | -12,99% | +20,69% | +4,92% |
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