Vortrag am FONDS professionell KONGRESSHB Fonds - Substanz Plus - P
| MVD-Fonds Rating | EDA |
|---|---|
  | - |
ISIN: LU0378037153 | WKN: A0Q6JM
KAG: Axxion
NAV: 77,28 EUR am 21.08.2024
Portfolio
Watchlist
KursalarmChart
Kennzahlen HB Fonds - Substanz Plus - P
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,60% | +5,13% | +11,14% | +6,26% | +18,64% | +34,41% | +64,76% |
| Volatilität | +5,53% | +3,54% | +3,76% | +4,49% | +5,05% | +4,63% | +4,42% |
| Sharpe Ratio | +0,77 | +1,98 | +2,03 | -0,34 | -0,01 | -0,12 | -0,09 |
| Bester Monat | - | +2,64% | +3,10% | +4,88% | +4,88% | +4,88% | +4,88% |
| Schl. Monat | - | -0,42% | -1,09% | -3,69% | -7,18% | -7,18% | -7,18% |
| Max. Verlust | -1,78% | -1,78% | -2,46% | -9,53% | -13,13% | -13,13% | -13,13% |
Monatsperformance HB Fonds - Substanz Plus - P
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,63% | +2,14% | -1,97% | +0,35% | +1,72% |
| Februar | -0,35% | -0,26% | -2,31% | -1,18% | -0,76% |
| März | +2,64% | -0,07% | +0,74% | +1,82% | -7,18% |
| April | -0,42% | -0,24% | -0,69% | +0,07% | +4,81% |
| Mai | +0,49% | +1,52% | -1,36% | +0,04% | +1,27% |
| Juni | +1,15% | -0,35% | -2,80% | +1,40% | +0,82% |
| Juli | +1,48% | +1,19% | +4,88% | +0,87% | +0,55% |
| August | -0,39% | +0,11% | -0,83% | +0,59% | +1,15% |
| September | - | -1,09% | -3,69% | -0,63% | -0,03% |
| Oktober | - | -0,66% | +0,93% | +1,24% | -0,33% |
| November | - | +2,74% | +1,65% | +0,56% | +1,86% |
| Dezember | - | +3,10% | -2,54% | +0,07% | +0,96% |
| Gesamt | +5,31% | +8,32% | -7,99% | +5,28% | +4,50% |
