Vortrag am FONDS professionell KONGRESSWellington FinTech Fund D
| MVD-Fonds Rating | EDA |
|---|---|
  | 76 |
ISIN: IE00BDTMQ100 | WKN: A2N6C2
KAG: Wellington M.Fd.(IE)
NAV: 14,46 USD am 26.09.2024
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Kennzahlen Wellington FinTech Fund D
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,63% | +4,70% | +27,26% | -24,32% | +22,24% | - | +22,24% |
| Volatilität | +14,41% | +17,06% | +18,70% | +26,56% | - | - | +27,53% |
| Sharpe Ratio | +2,25 | +0,36 | +1,28 | -0,46 | - | - | +0,03 |
| Bester Monat | - | +7,43% | +17,85% | +17,85% | +19,06% | - | +19,06% |
| Schl. Monat | - | -9,11% | -9,64% | -12,77% | -20,22% | - | -20,22% |
| Max. Verlust | -3,30% | -12,34% | -13,13% | -48,60% | - | - | -49,33% |
Monatsperformance Wellington FinTech Fund D
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -0,05% | +11,95% | -7,79% | -7,65% | +4,79% |
| Februar | +1,97% | -3,79% | -7,58% | +5,10% | -6,64% |
| März | +2,17% | -1,54% | +4,08% | -3,60% | -20,22% |
| April | -9,11% | +1,47% | -12,77% | +7,79% | +15,66% |
| Mai | -1,56% | -3,46% | -2,89% | -2,41% | +12,94% |
| Juni | -0,09% | +7,75% | -11,44% | +5,38% | +6,07% |
| Juli | +6,37% | +5,78% | +9,46% | +1,52% | +6,66% |
| August | +7,43% | -3,79% | -4,74% | -0,04% | +4,44% |
| September | +1,82% | -7,77% | -10,86% | -6,66% | -4,12% |
| Oktober | - | -9,64% | +8,86% | +1,73% | -4,98% |
| November | - | +17,85% | +3,47% | -10,51% | +19,06% |
| Dezember | - | +9,48% | -6,07% | +0,50% | +7,80% |
| Gesamt | +8,31% | +22,49% | -34,57% | -10,11% | +40,86% |
