Vortrag am FONDS professionell KONGRESSUI Petrus Adv.Special Situations Fd.U.R
| MVD-Fonds Rating | EDA |
|---|---|
| Kein Rating vorhanden | - |
ISIN: LU1214676824 | WKN: A14Q7A
KAG: Universal-Inv. (LU)
NAV: 129,86 EUR am 26.09.2024
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Kennzahlen UI Petrus Adv.Special Situations Fd.U.R
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -6,41% | -0,90% | +10,36% | +4,83% | +25,13% | - | +34,36% |
| Volatilität | +17,29% | +12,92% | +10,83% | +14,88% | +14,77% | - | +12,97% |
| Sharpe Ratio | -3,39 | -0,40 | +0,65 | -0,12 | +0,08 | - | +0,02 |
| Bester Monat | - | +4,88% | +4,88% | +11,35% | +13,39% | - | +13,39% |
| Schl. Monat | - | -7,12% | -7,12% | -10,17% | -13,87% | - | -13,87% |
| Max. Verlust | -7,49% | -8,27% | -8,27% | -28,00% | -28,68% | - | -28,68% |
Monatsperformance UI Petrus Adv.Special Situations Fd.U.R
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -0,53% | +11,35% | -4,98% | +2,91% | +0,38% |
| Februar | -0,05% | +3,79% | -5,34% | +2,23% | -7,99% |
| März | +2,54% | -5,50% | -2,60% | +6,76% | -13,87% |
| April | +0,36% | +2,50% | +0,02% | +1,39% | +1,48% |
| Mai | +4,88% | +0,60% | -0,97% | +0,77% | +4,20% |
| Juni | -0,39% | +0,43% | -10,17% | -1,46% | -0,23% |
| Juli | +3,00% | +2,79% | +6,59% | +2,79% | -3,67% |
| August | -0,84% | -0,81% | -0,83% | +3,67% | +10,28% |
| September | -7,12% | +1,00% | -8,99% | -1,06% | -4,99% |
| Oktober | - | +0,11% | +3,69% | +0,95% | -3,66% |
| November | - | +3,09% | +7,89% | +1,37% | +13,39% |
| Dezember | - | +4,46% | -4,34% | +1,23% | +3,25% |
| Gesamt | +1,40% | +25,56% | -19,75% | +23,50% | -4,46% |
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