Vortrag am FONDS professionell KONGRESSUBS (D) Konzeptfonds Europe Plus
| MVD-Fonds Rating | EDA |
|---|---|
 | 66 |
ISIN: DE0005320329 | WKN: 532032
KAG: UBS AM (DE)
NAV: 81,61 EUR am 26.09.2024
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Kennzahlen UBS (D) Konzeptfonds Europe Plus
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,07% | +5,25% | +16,99% | +13,32% | +33,15% | +57,13% | +78,79% |
| Volatilität | +10,95% | +9,95% | +8,91% | +10,84% | +13,93% | +12,69% | +13,66% |
| Sharpe Ratio | +0,91 | +0,74 | +1,53 | +0,08 | +0,18 | +0,10 | -0,07 |
| Bester Monat | - | +4,50% | +5,36% | +7,07% | +13,97% | +13,97% | +13,97% |
| Schl. Monat | - | -1,27% | -3,57% | -8,27% | -16,75% | -16,75% | -16,75% |
| Max. Verlust | -3,31% | -6,29% | -6,29% | -21,60% | -35,07% | -35,07% | -55,41% |
Monatsperformance UBS (D) Konzeptfonds Europe Plus
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +1,36% | +6,11% | -4,05% | -0,90% | -1,57% |
| Februar | +0,35% | +1,80% | -3,56% | +2,21% | -7,58% |
| März | +4,50% | -0,95% | -0,03% | +5,16% | -16,75% |
| April | +0,32% | +2,24% | -1,75% | +1,49% | +8,49% |
| Mai | +3,03% | -2,59% | +0,31% | +2,20% | +3,06% |
| Juni | -1,27% | +2,28% | -8,27% | +1,06% | +2,20% |
| Juli | +1,53% | +1,62% | +6,33% | +1,14% | -0,62% |
| August | +1,13% | -1,78% | -3,63% | +2,79% | +2,53% |
| September | -0,12% | -0,96% | -7,58% | -3,28% | -2,14% |
| Oktober | - | -3,57% | +7,07% | +3,28% | -4,82% |
| November | - | +5,36% | +6,08% | -2,54% | +13,97% |
| Dezember | - | +3,08% | -3,17% | +4,70% | +2,70% |
| Gesamt | +11,24% | +12,83% | -12,90% | +18,32% | -3,87% |
