Vortrag am FONDS professionell KONGRESSDUI Wertefinder R
| MVD-Fonds Rating | EDA |
|---|---|
  | 82 |
ISIN: DE000A2PMX85 | WKN: A2PMX8
KAG: Universal-Investment
NAV: 112,46 EUR am 19.08.2024
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Kennzahlen DUI Wertefinder R
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -1,87% | -8,22% | -2,42% | -4,01% | - | - | +20,04% |
| Volatilität | +14,96% | +9,14% | +10,01% | +10,97% | - | - | +12,40% |
| Sharpe Ratio | -1,57 | -2,12 | -0,60 | -0,45 | - | - | +0,03 |
| Bester Monat | - | +1,15% | +6,99% | +7,06% | +10,00% | - | +10,00% |
| Schl. Monat | - | -3,36% | -5,24% | -9,02% | -10,08% | - | -10,08% |
| Max. Verlust | -5,32% | -10,85% | -11,17% | -16,24% | - | - | -22,35% |
Monatsperformance DUI Wertefinder R
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -1,97% | +4,30% | +1,71% | +1,89% | -0,82% |
| Februar | +1,15% | -0,39% | -2,76% | -0,80% | -2,43% |
| März | +0,19% | +1,19% | +1,57% | +4,24% | -10,08% |
| April | -3,36% | -2,99% | -1,10% | +0,65% | +10,00% |
| Mai | +0,40% | +5,32% | +0,26% | +0,42% | +4,10% |
| Juni | -2,65% | +1,11% | -9,02% | +1,83% | +3,17% |
| Juli | +0,51% | +1,77% | +7,06% | +0,49% | -0,31% |
| August | -2,53% | -1,68% | -2,75% | +2,45% | +1,48% |
| September | - | -3,14% | -7,04% | -1,62% | +0,17% |
| Oktober | - | -5,24% | +4,05% | +0,59% | -1,71% |
| November | - | +6,99% | +4,75% | -0,46% | +7,07% |
| Dezember | - | +5,65% | -5,39% | +3,03% | +1,60% |
| Gesamt | -8,07% | +12,74% | -9,55% | +13,30% | +11,39% |
