Vortrag am FONDS professionell KONGRESSUBS (D) Equity Fund - Smaller German Companies
| MVD-Fonds Rating | EDA |
|---|---|
  | 79 |
ISIN: DE0009751651 | WKN: 975165
KAG: UBS AM (DE)
NAV: 554,44 EUR am 26.09.2024
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Kennzahlen UBS (D) Equity Fund - Smaller German Companies
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,72% | -8,86% | -3,76% | -31,27% | +0,53% | +48,70% | +1.032,12% |
| Volatilität | +16,63% | +15,09% | +15,40% | +19,29% | +20,43% | +18,14% | +17,62% |
| Sharpe Ratio | +1,14 | -1,34 | -0,46 | -0,78 | -0,16 | +0,04 | +0,29 |
| Bester Monat | - | +3,52% | +6,78% | +12,06% | +22,54% | +22,54% | +23,16% |
| Schl. Monat | - | -6,61% | -6,61% | -14,55% | -18,23% | -18,23% | -21,91% |
| Max. Verlust | -4,46% | -14,15% | -15,95% | -39,90% | -41,12% | -41,12% | -70,51% |
Monatsperformance UBS (D) Equity Fund - Smaller German Companies
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -3,15% | +12,06% | -6,16% | +2,12% | -0,96% |
| Februar | -2,24% | +1,14% | -1,73% | +1,54% | -9,63% |
| März | +3,52% | -2,76% | -0,08% | +1,84% | -18,23% |
| April | -4,01% | -0,81% | -1,53% | +3,98% | +9,82% |
| Mai | +2,41% | -2,87% | -3,11% | +0,11% | +11,51% |
| Juni | -6,61% | +1,98% | -14,55% | -2,32% | +1,87% |
| Juli | -0,40% | +4,14% | +4,42% | +1,22% | +1,24% |
| August | -1,59% | -2,66% | -6,38% | +3,24% | +7,01% |
| September | +0,34% | -6,49% | -11,80% | -1,52% | -0,29% |
| Oktober | - | -5,81% | +8,32% | +1,15% | -9,12% |
| November | - | +6,78% | +7,97% | -3,59% | +22,54% |
| Dezember | - | +5,34% | -2,99% | +1,13% | +4,42% |
| Gesamt | -11,50% | +8,75% | -26,51% | +8,98% | +14,69% |
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