Alma Platinum IV Systematic Alpha Class R0C-G GBP/ LU0871989017 /
| NAV13.05.2024 | Diff.-37.7002 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 14'534.3799GBP | -0.26% | 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 | -2.31 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 5.88% | 5.68% | 5.48% | 7.85% | 8.22% |
| Sharpe Ratio | 4.37 | 2.14 | 2.51 | 1.07 | 0.13 |
| Bester Monat | +4.20% | +4.20% | +4.20% | +7.80% | +7.80% |
| Schlechtester Monat | -2.31% | -2.31% | -2.31% | -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 | 120'314.5703 | +15.84% | +37.66% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 133.4200 | +13.63% | +32.99% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 29'614.7109 | +15.36% | +37.72% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 12'075.6904 | +12.86% | +30.60% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 160.5200 | +16.14% | +37.07% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 183.0100 | +17.92% | +42.58% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 163.4300 | +17.62% | +41.66% | |
| Alma Platinum IV Systematic Alph... | ausschüttend | 145.5900 | +17.55% | +41.79% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 147.6500 | +17.74% | +42.29% | |
| Alma Platinum IV Systematic Alph... | ausschüttend | 132.3800 | +17.56% | +41.72% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 12'748.8203 | +16.02% | +36.68% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 12'646.2695 | +15.07% | +33.70% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 13'957.0000 | +16.02% | +36.78% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 16'711.2109 | +17.00% | +39.88% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'534.3799 | +17.46% | +41.38% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'845.0498 | +16.73% | +39.24% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'140.7598 | +17.72% | +41.94% | |
| Alma Platinum IV Systematic Alph... | thesaurierend | 14'375.4404 | +15.29% | +34.39% |
Performance
| lfd. Jahr | +9.81% | ||
|---|---|---|---|
| 6 Monate | +7.64% | ||
| 1 Jahr | +17.46% | ||
| 3 Jahre | +41.38% | ||
| 5 Jahre | +26.66% | ||
| 10 Jahre | - | ||
| seit Beginn | +32.52% | ||
| Jahr | |||
| 2023 | +9.50% | ||
| 2022 | +18.94% | ||
| 2021 | +6.47% | ||
| 2020 | -16.84% | ||
| 2019 | +2.42% | ||
| 2018 | -2.06% | ||
