Vortrag am FONDS professionell KONGRESSWellington Gl.Stew.Fd.D EUR
| MVD-Fonds Rating | EDA |
|---|---|
 | - |
ISIN: IE0006ZZZDJ1 | WKN: A3DTA6
KAG: Wellington M.Fd.(IE)
NAV: 12,72 EUR am 26.09.2024
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Kennzahlen Wellington Gl.Stew.Fd.D EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +3,95% | +7,01% | +26,03% | - | - | - | +27,24% |
| Volatilität | +9,67% | +9,98% | +8,84% | - | - | - | +10,02% |
| Sharpe Ratio | +5,64 | +1,10 | +2,57 | - | - | - | +0,86 |
| Bester Monat | - | +3,99% | +5,27% | +5,57% | - | - | +5,57% |
| Schl. Monat | - | -2,42% | -2,83% | -6,09% | - | - | -6,09% |
| Max. Verlust | -2,68% | -7,07% | -7,07% | - | - | - | -12,27% |
Monatsperformance Wellington Gl.Stew.Fd.D EUR
| 2024 | 2023 | 2022 | |||
| Januar | +2,65% | +4,59% | - | ||
| Februar | +3,26% | -0,41% | - | ||
| März | +3,99% | +0,48% | - | ||
| April | -2,42% | +0,10% | - | ||
| Mai | +1,66% | +0,99% | - | ||
| Juni | +2,04% | +3,34% | - | ||
| Juli | +1,01% | +0,41% | - | ||
| August | +1,42% | -0,81% | - | ||
| September | +2,03% | -2,83% | -6,09% | ||
| Oktober | - | -1,80% | +5,21% | ||
| November | - | +5,27% | +5,57% | ||
| Dezember | - | +4,52% | -4,92% | ||
| Gesamt | +16,62% | +14,33% | -0,83% |
