PrivatFonds: Kontrolliert
| MVD-Fonds Rating | EDA |
|---|---|
  | - |
ISIN: DE000A0RPAM5 | WKN: A0RPAM
KAG: Union Inv. Privatf.
NAV: 132,13 EUR am 19.08.2024
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Kennzahlen PrivatFonds: Kontrolliert
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -0,50% | +4,34% | +13,86% | +0,20% | +6,96% | +17,04% | +42,06% |
| Volatilität | +8,60% | +5,43% | +4,98% | +4,60% | +4,30% | +3,90% | +3,81% |
| Sharpe Ratio | -1,08 | +0,98 | +2,09 | -0,76 | -0,51 | -0,51 | -0,27 |
| Bester Monat | - | +2,55% | +4,08% | +4,08% | +4,08% | +4,08% | +4,08% |
| Schl. Monat | - | -1,49% | -1,71% | -3,14% | -6,03% | -6,03% | -6,03% |
| Max. Verlust | -2,96% | -3,31% | -3,40% | -15,93% | -15,93% | -15,93% | -15,93% |
Monatsperformance PrivatFonds: Kontrolliert
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +1,43% | +2,26% | -2,40% | -0,08% | +0,86% |
| Februar | +1,63% | -1,19% | -1,54% | +0,28% | -1,29% |
| März | +2,55% | +0,16% | -1,01% | +0,79% | -6,03% |
| April | -1,49% | +0,17% | -2,36% | +0,79% | +2,47% |
| Mai | +1,09% | +0,26% | -1,64% | -0,05% | +0,71% |
| Juni | +2,24% | +0,42% | -2,68% | +0,95% | +1,06% |
| Juli | +0,78% | +1,12% | +3,12% | +0,75% | +0,81% |
| August | -1,25% | -0,31% | -2,59% | +0,84% | +0,39% |
| September | - | -1,71% | -3,14% | -1,21% | -0,12% |
| Oktober | - | -1,13% | -0,45% | +1,47% | -0,02% |
| November | - | +4,08% | +1,44% | +0,17% | +1,98% |
| Dezember | - | +3,18% | -1,91% | +0,59% | +0,85% |
| Gesamt | +7,11% | +7,38% | -14,31% | +5,39% | +1,41% |
