Vortrag am FONDS professionell KONGRESSFirst Private Wealth B
| MVD-Fonds Rating | EDA |
|---|---|
  | 80 |
ISIN: DE000A0KFTH1 | WKN: A0KFTH
KAG: First Private IM KAG
NAV: 78,23 EUR am 26.09.2024
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Kennzahlen First Private Wealth B
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,03% | -0,11% | +4,07% | +6,73% | +10,53% | +12,59% | +35,50% |
| Volatilität | +3,32% | +5,42% | +5,13% | +4,80% | +6,21% | +4,90% | +4,52% |
| Sharpe Ratio | +2,86 | -0,66 | +0,14 | -0,24 | -0,21 | -0,44 | -0,22 |
| Bester Monat | - | +2,27% | +2,50% | +2,62% | +6,61% | +6,61% | +6,61% |
| Schl. Monat | - | -2,37% | -2,98% | -2,98% | -19,58% | -19,58% | -19,58% |
| Max. Verlust | -0,36% | -3,19% | -3,21% | -6,00% | -24,90% | -26,33% | -26,33% |
Monatsperformance First Private Wealth B
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -0,86% | +1,48% | -1,01% | +1,07% | +0,25% |
| Februar | +1,83% | +0,35% | +0,40% | +0,80% | -2,90% |
| März | +2,27% | -0,18% | -1,52% | +3,31% | -19,58% |
| April | -2,37% | -0,39% | +1,14% | +0,18% | +1,33% |
| Mai | -0,16% | +0,60% | -0,11% | +2,15% | +1,45% |
| Juni | -0,07% | +0,73% | -1,50% | +1,27% | +0,60% |
| Juli | +1,20% | +1,06% | +1,31% | +1,33% | +2,38% |
| August | -0,41% | +0,44% | -1,20% | -0,30% | +0,87% |
| September | +0,96% | -0,45% | -2,18% | -0,78% | -0,28% |
| Oktober | - | -2,98% | +0,37% | +2,62% | -0,32% |
| November | - | +2,50% | +0,70% | +0,57% | +6,61% |
| Dezember | - | +2,32% | -1,35% | +0,70% | +4,76% |
| Gesamt | +2,33% | +5,50% | -4,91% | +13,63% | -7,19% |
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