Vortrag am FONDS professionell KONGRESSWINVEST Direct Fund A
| MVD-Fonds Rating | EDA |
|---|---|
  | - |
ISIN: DE000A2H8885 | WKN: A2H888
KAG: IPConcept (LU)
NAV: 111,84 EUR am 27.09.2024
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Kennzahlen WINVEST Direct Fund A
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +6,06% | +3,38% | +16,57% | -4,86% | +12,35% | - | +11,84% |
| Volatilität | +17,14% | +13,37% | +11,65% | +12,33% | +12,69% | - | +11,78% |
| Sharpe Ratio | +5,64 | +0,26 | +1,13 | -0,41 | -0,08 | - | -0,13 |
| Bester Monat | - | +5,36% | +5,36% | +8,43% | +8,65% | - | +8,65% |
| Schl. Monat | - | -2,61% | -2,84% | -7,44% | -13,30% | - | -13,30% |
| Max. Verlust | -4,88% | -10,73% | -10,73% | -26,21% | -26,38% | - | -26,38% |
Monatsperformance WINVEST Direct Fund A
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,70% | +8,43% | -7,23% | +2,79% | -2,86% |
| Februar | +3,04% | -2,93% | -1,65% | +2,28% | -3,92% |
| März | +3,86% | +4,26% | +1,84% | +0,79% | -13,30% |
| April | +1,04% | -0,48% | -5,09% | +3,47% | +7,90% |
| Mai | +0,33% | +0,41% | -2,54% | +0,43% | +0,55% |
| Juni | -0,96% | +0,12% | -2,52% | +0,08% | +1,60% |
| Juli | -2,61% | +4,57% | +2,34% | -1,63% | +1,26% |
| August | -0,16% | -5,86% | -0,86% | +1,44% | +2,37% |
| September | +5,36% | -2,84% | -7,44% | -3,78% | -2,22% |
| Oktober | - | -2,32% | -2,49% | +3,19% | -0,28% |
| November | - | +3,45% | +4,06% | -2,08% | +8,65% |
| Dezember | - | +3,47% | -1,99% | +0,18% | +1,85% |
| Gesamt | +10,84% | +9,79% | -21,75% | +7,11% | -0,23% |
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