Alma Platinum IV Systematic Alpha Class R0C-G GBP/ LU0871989017 /
| NAV24.05.2024 | Diff.+30.3193 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 14'637.5996GBP | +0.21% | 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 | -1.61 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.73% | 5.50% | 5.45% | 7.79% | 8.22% |
| Sharpe Ratio | 4.45 | 2.69 | 2.28 | 1.13 | 0.14 |
| Bester Monat | +4.20% | +4.20% | +4.20% | +7.80% | +7.80% |
| Schlechtester Monat | -1.61% | -1.61% | -1.61% | -4.85% | -4.88% |
| Maximaler Verlust | -2.72% | -2.72% | -2.72% | -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 | 121'122.6172 | +14.66% | +39.06% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 134.2000 | +12.38% | +34.20% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 29'805.0508 | +14.14% | +39.05% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 12'143.5400 | +11.61% | +31.78% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 161.5900 | +14.91% | +38.41% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 184.3100 | +16.69% | +43.97% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 164.6000 | +16.38% | +43.08% | |
| Alma Platinum IV Systematic Alph... | ausschüttend | 146.6300 | +16.33% | +43.21% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 148.6900 | +16.51% | +43.66% | |
| Alma Platinum IV Systematic Alph... | ausschüttend | 133.3000 | +16.31% | +43.10% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 12'833.0898 | +14.79% | +38.01% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 12'727.2598 | +13.84% | +35.00% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'049.2598 | +14.80% | +38.10% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 16'825.1699 | +15.77% | +41.25% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'637.5996 | +16.23% | +42.80% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'947.7998 | +15.51% | +40.64% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'239.8701 | +16.49% | +43.33% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'468.3301 | +14.07% | +35.69% |
Performance
| lfd. Jahr | +10.59% | ||
|---|---|---|---|
| 6 Monate | +8.84% | ||
| 1 Jahr | +16.23% | ||
| 3 Jahre | +42.80% | ||
| 5 Jahre | +27.47% | ||
| 10 Jahre | - | ||
| seit Beginn | +33.46% | ||
| Jahr | |||
| 2023 | +9.50% | ||
| 2022 | +18.94% | ||
| 2021 | +6.47% | ||
| 2020 | -16.84% | ||
| 2019 | +2.42% | ||
| 2018 | -2.06% | ||
