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Alma Platinum IV Systematic Alpha Class R0C-G GBP/  LU0871989017  /

Fonds
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 Mrz 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%