Vortrag am FONDS professionell KONGRESSSparinvest SICAV - Ethical Global Value EUR R
| MVD-Fonds Rating | EDA |
|---|---|
  | 82 |
ISIN: LU0362355355 | WKN: A0Q32Q
KAG: Sparinvest
NAV: 266,07 EUR am 19.08.2024
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Kennzahlen Sparinvest SICAV - Ethical Global Value EUR R
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -1,38% | +5,12% | +13,34% | +15,04% | +59,05% | +117,93% | +166,15% |
| Volatilität | +22,96% | +12,16% | +11,76% | +13,92% | +18,72% | +16,31% | +16,26% |
| Sharpe Ratio | -0,81 | +0,57 | +0,84 | +0,09 | +0,33 | +0,28 | +0,16 |
| Bester Monat | - | +6,95% | +6,95% | +10,22% | +12,09% | +12,09% | +17,67% |
| Schl. Monat | - | -3,81% | -5,74% | -8,31% | -17,65% | -17,65% | -17,65% |
| Max. Verlust | -8,85% | -8,85% | -9,58% | -15,65% | -36,59% | -36,59% | -45,03% |
Monatsperformance Sparinvest SICAV - Ethical Global Value EUR R
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +1,48% | +5,61% | -0,18% | +1,23% | -2,54% |
| Februar | +1,01% | +0,30% | -1,57% | +7,13% | -8,69% |
| März | +6,95% | -4,64% | +1,10% | +10,47% | -17,65% |
| April | -3,79% | -1,08% | 0,00% | +1,76% | +10,69% |
| Mai | +1,87% | -1,22% | +1,03% | +3,39% | +1,32% |
| Juni | -0,50% | +5,14% | -8,31% | -0,43% | +1,44% |
| Juli | +4,37% | +2,11% | +7,12% | +0,27% | -1,69% |
| August | -3,81% | -1,40% | -3,71% | +2,96% | +3,12% |
| September | - | -0,99% | -7,46% | -2,08% | -0,18% |
| Oktober | - | -5,74% | +10,22% | +1,85% | -0,17% |
| November | - | +5,76% | +4,09% | -1,18% | +12,09% |
| Dezember | - | +4,45% | -6,07% | +5,69% | +2,89% |
| Gesamt | +7,33% | +7,71% | -5,35% | +34,96% | -2,86% |
