LIGA-PAX-Aktien-Union
| MVD-Fonds Rating | EDA |
|---|---|
  | 83 |
ISIN: DE0009750216 | WKN: 975021
KAG: Union Inv. Privatf.
NAV: 51,14 EUR am 26.09.2024
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Kennzahlen LIGA-PAX-Aktien-Union
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,75% | +4,89% | +18,90% | +13,52% | +52,87% | +88,06% | +293,44% |
| Volatilität | +10,57% | +10,90% | +9,95% | +14,26% | +17,75% | +16,31% | +18,45% |
| Sharpe Ratio | +3,25 | +0,60 | +1,56 | +0,07 | +0,31 | +0,19 | +0,10 |
| Bester Monat | - | +3,37% | +7,39% | +7,71% | +16,92% | +16,92% | +16,92% |
| Schl. Monat | - | -1,44% | -3,08% | -8,01% | -14,29% | -14,29% | -14,54% |
| Max. Verlust | -2,43% | -7,40% | -7,40% | -24,21% | -34,50% | -34,50% | -57,78% |
Monatsperformance LIGA-PAX-Aktien-Union
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -0,19% | +7,71% | -2,56% | -2,20% | -1,45% |
| Februar | +3,04% | +1,88% | -4,10% | +4,34% | -7,55% |
| März | +2,40% | -1,65% | +0,24% | +5,54% | -14,29% |
| April | -1,44% | +3,12% | -0,34% | +2,61% | +7,55% |
| Mai | +3,37% | -2,28% | +0,02% | +2,92% | +3,88% |
| Juni | -1,36% | +2,20% | -8,01% | +0,02% | +4,14% |
| Juli | +1,22% | +1,02% | +4,27% | -0,11% | -0,06% |
| August | +1,41% | -2,79% | -5,85% | +1,41% | +5,10% |
| September | +1,33% | -2,43% | -6,70% | -0,65% | -0,93% |
| Oktober | - | -3,08% | +6,77% | +2,68% | -4,49% |
| November | - | +7,39% | +6,51% | -4,04% | +16,92% |
| Dezember | - | +3,35% | -2,84% | +6,44% | +2,77% |
| Gesamt | +10,08% | +14,56% | -13,08% | +20,07% | +8,50% |
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