Vortrag am FONDS professionell KONGRESSHaRa-Invest UI - Anteilklasse B
| MVD-Fonds Rating | EDA |
|---|---|
  | - |
ISIN: DE000A1145D3 | WKN: A1145D
KAG: Universal-Investment
NAV: 91,23 EUR am 26.09.2024
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Kennzahlen HaRa-Invest UI - Anteilklasse B
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,61% | +2,35% | +5,76% | +9,59% | +3,26% | - | +16,62% |
| Volatilität | +1,81% | +2,59% | +2,04% | +5,69% | +7,62% | - | +6,40% |
| Sharpe Ratio | +2,23 | +0,52 | +1,18 | -0,04 | -0,36 | - | -0,24 |
| Bester Monat | - | +0,62% | +1,36% | +4,86% | +4,86% | - | +4,86% |
| Schl. Monat | - | +0,10% | +0,10% | -3,52% | -12,17% | - | -12,17% |
| Max. Verlust | -0,53% | -1,96% | -1,96% | -8,09% | -23,11% | - | -23,11% |
Monatsperformance HaRa-Invest UI - Anteilklasse B
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,34% | +0,85% | -0,89% | -0,61% | -0,17% |
| Februar | +0,25% | -0,27% | -1,85% | +0,73% | -4,50% |
| März | +0,46% | +0,97% | -0,50% | +1,56% | -12,17% |
| April | +0,15% | +0,51% | -0,97% | +0,12% | +1,92% |
| Mai | +0,53% | +0,10% | +1,22% | +0,48% | +1,78% |
| Juni | +0,10% | +0,40% | -3,52% | +0,38% | +0,94% |
| Juli | +0,62% | +0,44% | +4,86% | +0,23% | +0,70% |
| August | +0,41% | +0,29% | -2,52% | +0,33% | +0,60% |
| September | +0,47% | +0,15% | -2,63% | -0,26% | +0,16% |
| Oktober | - | +0,15% | +4,39% | +0,60% | -1,22% |
| November | - | +1,36% | +2,39% | -0,75% | +3,08% |
| Dezember | - | +0,50% | -0,32% | +1,60% | +0,02% |
| Gesamt | +3,38% | +5,58% | -0,74% | +4,47% | -9,40% |
