AL Trust Wachstum Inst(T)/ DE000A2PWPE6 /
| NAV14.05.2024 | Diff.-0.0400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 70.2400EUR | -0.06% | thesaurierend | Mischfonds weltweit | ALTE LEIPZIGER Trust ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | 7.71 | 2.12 | 1.52 | 1.04 | 2.68 | -0.85 | -1.25 | 6.35 | 1.19 | - |
| 2021 | 0.63 | 0.94 | 2.24 | 1.91 | 0.12 | 1.87 | 1.33 | 1.61 | -1.87 | 1.82 | -0.20 | 1.95 | +12.97% |
| 2022 | -5.66 | -2.80 | 2.26 | -3.09 | -1.93 | -5.67 | 5.63 | -1.38 | -6.25 | 3.13 | 2.91 | -2.91 | -15.40% |
| 2023 | 3.96 | 0.06 | -0.65 | 0.57 | 0.83 | 0.97 | 1.61 | -1.00 | -1.87 | -2.42 | 5.38 | 3.86 | +11.55% |
| 2024 | 1.81 | 1.59 | 2.50 | -1.37 | 1.53 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 4.36% | 4.05% | 4.70% | 6.31% | -% |
| Sharpe Ratio | 3.22 | 5.77 | 1.89 | -0.16 | - |
| Bester Monat | +3.86% | +5.38% | +5.38% | +5.63% | +7.71% |
| Schlechtester Monat | -1.37% | -1.37% | -2.42% | -6.25% | -6.25% |
| Maximaler Verlust | -2.70% | -2.70% | -5.33% | -19.02% | - |
| Outperformance | -1.64% | - | -4.02% | - | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| AL Trust Wachstum | ausschüttend | 87.0200 | +11.72% | +6.07% | |
| AL Trust Wachstum Inst(T) | thesaurierend | 70.2400 | +12.65% | +8.63% |
Performance
| lfd. Jahr | +6.17% | ||
|---|---|---|---|
| 6 Monate | +12.67% | ||
| 1 Jahr | +12.65% | ||
| 3 Jahre | +8.63% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +40.48% | ||
| Jahr | |||
| 2023 | +11.55% | ||
| 2022 | -15.40% | ||
| 2021 | +12.97% | ||
