Vortrag am FONDS professionell KONGRESSUniEuropa Mid&SmallCaps
| MVD-Fonds Rating | EDA |
|---|---|
  | 73 |
ISIN: LU0090772608 | WKN: 988567
KAG: Union Investment(LU)
NAV: 63,60 EUR am 20.08.2024
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Kennzahlen UniEuropa Mid&SmallCaps
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -1,43% | +3,58% | +14,89% | -9,05% | +37,01% | +72,66% | +67,52% |
| Volatilität | +21,90% | +13,77% | +14,24% | +17,23% | +18,96% | +17,38% | +26,13% |
| Sharpe Ratio | -0,92 | +0,27 | +0,80 | -0,39 | +0,16 | +0,12 | -0,06 |
| Bester Monat | - | +5,83% | +9,80% | +9,80% | +15,44% | +15,44% | +38,58% |
| Schl. Monat | - | -4,26% | -5,75% | -12,37% | -18,50% | -18,50% | -38,73% |
| Max. Verlust | -7,90% | -11,04% | -11,04% | -32,29% | -38,43% | -38,43% | -95,52% |
Monatsperformance UniEuropa Mid&SmallCaps
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -2,36% | +5,11% | -8,05% | -0,83% | -2,00% |
| Februar | +3,06% | +2,94% | -4,59% | +3,23% | -7,17% |
| März | +4,93% | -5,05% | +1,77% | +4,79% | -18,50% |
| April | -1,34% | -0,12% | +0,06% | +2,43% | +15,44% |
| Mai | +5,83% | -3,23% | -0,68% | -0,39% | +6,17% |
| Juni | -4,26% | +3,20% | -10,27% | -0,17% | +3,61% |
| Juli | +1,42% | +2,53% | +7,90% | +1,53% | +2,14% |
| August | -2,42% | -4,38% | -5,25% | +2,54% | +6,39% |
| September | - | -2,26% | -12,37% | -4,84% | -0,83% |
| Oktober | - | -5,75% | +8,68% | +3,87% | -5,28% |
| November | - | +9,80% | +4,95% | -4,56% | +13,95% |
| Dezember | - | +7,64% | -2,78% | +3,86% | +7,39% |
| Gesamt | +4,46% | +9,38% | -20,91% | +11,46% | +17,61% |
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