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Alma Platinum IV Systematic Alpha R0C-G/  LU0871989017  /

Fonds
NAV10.05.2024 Diff.+58,3105 Ertragstyp Ausrichtung Fondsgesellschaft
14.572,0801GBP +0,40% thesaurierend Alternative Investments weltweit Alma Capital IM ▶
 

Monatliche Performance

  Jän 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 -2,05 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,88% 5,67% 5,44% 7,84% 8,22%
Sharpe Ratio 4,67 2,35 2,58 1,05 0,13
Bester Monat +4,20% +4,20% +4,20% +7,80% +7,80%
Schlechtester Monat -2,05% -2,05% -2,05% -4,85% -4,88%
Maximaler Verlust -2,71% -2,71% -2,71% -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 120.638,4688 +16,19% +37,00%
Alma Platinum IV Systematic Alph... thesaurierend 133,8000 +13,96% +32,37%
Alma Platinum IV Systematic Alph... thesaurierend 29.693,7500 +15,73% +37,05%
Alma Platinum IV Systematic Alph... thesaurierend 12.111,0195 +13,20% +29,99%
Alma Platinum IV Systematic Alph... thesaurierend 160,9600 +16,51% +36,42%
Alma Platinum IV Systematic Alph... thesaurierend 183,4900 +18,30% +41,87%
Alma Platinum IV Systematic Alph... thesaurierend 163,8500 +17,98% +40,96%
Alma Platinum IV Systematic Alph... ausschüttend 145,9700 +17,93% +41,10%
Alma Platinum IV Systematic Alph... thesaurierend 148,0300 +18,11% +41,57%
Alma Platinum IV Systematic Alph... ausschüttend 132,7300 +17,94% +41,04%
Alma Platinum IV Systematic Alph... thesaurierend 12.783,6797 +16,38% +36,02%
Alma Platinum IV Systematic Alph... thesaurierend 12.681,1299 +15,41% +33,06%
Alma Platinum IV Systematic Alph... thesaurierend 13.995,1699 +16,38% +36,14%
Alma Platinum IV Systematic Alph... thesaurierend 16.755,9004 +17,37% +39,18%
Alma Platinum IV Systematic Alph... thesaurierend 14.572,0801 +17,83% +40,68%
Alma Platinum IV Systematic Alph... thesaurierend 14.884,2803 +17,09% +38,54%
Alma Platinum IV Systematic Alph... thesaurierend 14.177,8398 +18,10% +41,24%
Alma Platinum IV Systematic Alph... thesaurierend 14.414,9502 +15,64% +33,75%

Performance

lfd. Jahr  
+10,09%
6 Monate  
+8,15%
1 Jahr  
+17,83%
3 Jahre  
+40,68%
5 Jahre  
+26,99%
10 Jahre     -
seit Beginn  
+32,86%
Jahr
2023  
+9,50%
2022  
+18,94%
2021  
+6,47%
2020
  -16,84%
2019  
+2,42%
2018
  -2,06%