Vortrag am FONDS professionell KONGRESSPhaidros Funds - Balanced D
| MVD-Fonds Rating | EDA |
|---|---|
  | 72 |
ISIN: LU0759896797 | WKN: A1JVMV
KAG: IPConcept (LU)
NAV: 200,73 EUR am 22.08.2024
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Kennzahlen Phaidros Funds - Balanced D
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,58% | +1,33% | +12,60% | +2,67% | +31,86% | +80,08% | +111,10% |
| Volatilität | +12,49% | +7,47% | +7,58% | +10,25% | +11,52% | +9,98% | +9,26% |
| Sharpe Ratio | +0,30 | -0,12 | +1,19 | -0,26 | +0,19 | +0,25 | +0,29 |
| Bester Monat | - | +2,53% | +4,87% | +6,46% | +9,38% | +9,38% | +9,38% |
| Schl. Monat | - | -1,05% | -1,90% | -5,18% | -10,43% | -10,43% | -10,43% |
| Max. Verlust | -3,91% | -4,59% | -5,35% | -19,27% | -21,76% | -21,76% | -21,76% |
Monatsperformance Phaidros Funds - Balanced D
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +3,47% | +4,63% | -4,98% | +1,47% | +2,52% |
| Februar | +0,72% | +0,26% | -2,94% | -0,86% | -3,52% |
| März | +1,17% | +0,53% | +2,65% | +0,02% | -10,43% |
| April | -1,05% | +0,94% | -1,91% | +1,91% | +9,38% |
| Mai | -0,51% | +2,25% | -4,50% | -0,85% | +2,40% |
| Juni | +2,53% | +1,01% | -5,18% | +3,85% | +2,33% |
| Juli | -0,96% | +1,76% | +6,46% | +1,61% | +1,58% |
| August | +0,09% | -0,29% | -1,30% | +0,99% | +3,54% |
| September | - | -1,18% | -5,10% | -2,57% | -0,99% |
| Oktober | - | -1,90% | +2,16% | +1,46% | +0,80% |
| November | - | +4,87% | +1,06% | -0,18% | +5,56% |
| Dezember | - | +3,33% | -3,71% | +0,16% | +0,72% |
| Gesamt | +5,49% | +17,19% | -16,64% | +7,08% | +13,32% |
