Alma Platinum IV Systematic Alpha Class R0C-G GBP/ LU0871989017 /
NAV10.06.2024 | Diff.+8.8701 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
14'513.4697GBP | +0.06% | thesaurierend | Alternative Investments weltweit | Alma Capital IM ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2017 | - | - | - | -0.71 | 0.45 | -2.08 | -0.14 | 2.87 | -2.11 | 2.58 | 1.93 | 2.66 | - |
2018 | 4.11 | -5.16 | -0.51 | 1.47 | -0.49 | 0.79 | -0.19 | 1.08 | -0.03 | -2.19 | 1.52 | -2.17 | -2.06% |
2019 | -1.83 | 0.85 | 1.66 | 1.61 | 0.18 | -1.81 | 2.62 | 4.59 | -2.56 | -1.89 | -1.36 | 0.58 | +2.42% |
2020 | -0.60 | -3.51 | -4.88 | -0.52 | -3.47 | -3.43 | -1.88 | -3.08 | 0.17 | -0.19 | -1.18 | 4.62 | -16.84% |
2021 | -0.02 | 3.11 | 0.54 | 2.22 | 2.39 | -1.50 | 0.83 | 0.50 | 1.00 | 1.01 | -4.85 | 1.30 | +6.47% |
2022 | 2.26 | 3.02 | 7.80 | 3.54 | -0.45 | 0.66 | -1.73 | 2.37 | 2.63 | 0.31 | -2.89 | 0.35 | +18.94% |
2023 | -0.32 | 2.64 | -2.93 | 3.35 | 1.91 | 2.67 | -0.35 | 1.30 | 2.46 | 0.48 | -0.72 | -1.17 | +9.50% |
2024 | 2.42 | 4.20 | 2.93 | 2.32 | -1.53 | -0.93 | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 5.86% | 5.72% | 5.55% | 7.82% | 8.19% |
Sharpe Ratio | 3.35 | 2.40 | 1.82 | 1.00 | 0.16 |
Bester Monat | +4.20% | +4.20% | +4.20% | +7.80% | +7.80% |
Schlechtester Monat | -1.53% | -1.53% | -1.53% | -4.85% | -4.88% |
Maximaler Verlust | -2.81% | -2.81% | -2.81% | -6.31% | -25.20% |
Outperformance | +11.33% | - | +4.93% | -9.31% | - |
Alle Kurse in GBP
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Alma Platinum IV Systematic Alph... | thesaurierend | 120'009.0938 | +12.33% | +35.13% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 132.8400 | +10.03% | +30.27% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 29'522.3594 | +11.70% | +35.06% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 12'017.4102 | +9.28% | +27.94% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 160.1300 | +12.53% | +34.50% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 182.7800 | +14.22% | +39.96% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 163.2200 | +13.97% | +39.10% | |
Alma Platinum IV Systematic Alph... | ausschüttend | 145.4000 | +13.91% | +39.21% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 147.4700 | +14.07% | +39.69% | |
Alma Platinum IV Systematic Alph... | ausschüttend | 132.1700 | +13.90% | +39.10% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 12'716.9502 | +12.41% | +34.11% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 12'605.0898 | +11.47% | +31.19% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 13'922.1602 | +12.42% | +34.21% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 16'680.5195 | +13.34% | +37.34% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 14'513.4697 | +13.81% | +38.81% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 14'816.6904 | +13.11% | +36.72% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 14'121.5898 | +14.04% | +39.35% | |
Alma Platinum IV Systematic Alph... | thesaurierend | 14'331.5303 | +11.70% | +31.86% |
Performance
lfd. Jahr | +9.65% | ||
---|---|---|---|
6 Monate | +8.31% | ||
1 Jahr | +13.81% | ||
3 Jahre | +38.81% | ||
5 Jahre | +27.97% | ||
10 Jahre | - | ||
seit Beginn | +32.33% | ||
Jahr | |||
2023 | +9.50% | ||
2022 | +18.94% | ||
2021 | +6.47% | ||
2020 | -16.84% | ||
2019 | +2.42% | ||
2018 | -2.06% |