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Alma Platinum IV Systematic Alpha Class R1C-S SGD/  LU0562753474  /

Fonds
NAV29.05.2024 Diff.+131,4609 Ertragstyp Ausrichtung Fondsgesellschaft
30.052,4707SGD +0,44% thesaurierend Alternative Investments weltweit Alma Capital IM ▶
 

Monatliche Performance

  Jän Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2017 - - - -0,81 0,48 -2,11 -0,16 2,89 -2,10 2,57 1,85 2,73 -
2018 4,16 -4,15 -1,54 1,44 -0,49 1,00 -0,37 1,11 -0,04 -2,15 1,54 -2,20 -1,95%
2019 -1,81 0,90 1,65 1,66 0,18 -1,77 2,61 4,66 -2,58 -1,96 -1,31 0,62 +2,63%
2020 -0,67 -3,38 -4,86 -0,64 -3,51 -3,55 -2,03 -3,14 0,13 -0,22 -1,22 4,61 -17,30%
2021 -0,08 3,08 0,53 2,17 2,35 -1,58 0,83 0,47 0,89 0,97 -4,86 1,31 +6,00%
2022 2,20 2,91 7,85 3,67 -0,42 0,57 -1,84 2,37 2,57 0,33 -2,96 0,37 +18,62%
2023 -0,37 2,60 -3,06 3,32 1,83 2,54 -0,48 1,14 2,25 0,32 -0,84 -1,33 +7,99%
2024 2,25 4,00 2,77 2,18 -0,89 - - - - - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 5,71% 5,53% 5,40% 7,86% 8,26%
Sharpe Ratio 4,31 2,88 1,92 0,97 0,08
Bester Monat +4,00% +4,00% +4,00% +7,85% +7,85%
Schlechtester Monat -1,33% -1,33% -1,33% -4,86% -4,86%
Maximaler Verlust -2,80% -2,80% -2,80% -6,36% -25,59%
Outperformance +7,62% - -4,55% -13,88% -
 
Alle Kurse in SGD

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
Alma Platinum IV Systematic Alph... thesaurierend 122.187,3281 +14,68% +38,35%
Alma Platinum IV Systematic Alph... thesaurierend 135,3100 +12,36% +33,44%
Alma Platinum IV Systematic Alph... thesaurierend 30.052,4707 +14,09% +38,27%
Alma Platinum IV Systematic Alph... thesaurierend 12.243,3203 +11,59% +31,06%
Alma Platinum IV Systematic Alph... thesaurierend 163,0100 +14,92% +37,71%
Alma Platinum IV Systematic Alph... thesaurierend 185,9900 +16,70% +43,26%
Alma Platinum IV Systematic Alph... thesaurierend 166,0900 +16,41% +42,37%
Alma Platinum IV Systematic Alph... ausschüttend 147,9500 +16,33% +42,48%
Alma Platinum IV Systematic Alph... thesaurierend 150,0500 +16,52% +42,96%
Alma Platinum IV Systematic Alph... ausschüttend 134,5100 +16,34% +42,40%
Alma Platinum IV Systematic Alph... thesaurierend 12.945,7900 +14,79% +37,31%
Alma Platinum IV Systematic Alph... thesaurierend 12.836,9697 +13,84% +34,32%
Alma Platinum IV Systematic Alph... thesaurierend 14.172,6699 +14,80% +37,40%
Alma Platinum IV Systematic Alph... thesaurierend 16.977,0605 +15,78% +40,56%
Alma Platinum IV Systematic Alph... thesaurierend 14.769,3701 +16,24% +42,08%
Alma Platinum IV Systematic Alph... thesaurierend 15.081,0703 +15,52% +39,94%
Alma Platinum IV Systematic Alph... thesaurierend 14.369,6504 +16,50% +42,62%
Alma Platinum IV Systematic Alph... thesaurierend 14.593,6699 +14,07% +35,01%

Performance

lfd. Jahr  
+10,67%
6 Monate  
+9,33%
1 Jahr  
+14,09%
3 Jahre  
+38,27%
5 Jahre  
+24,37%
10 Jahre     -
seit Beginn  
+30,32%
Jahr
2023  
+7,99%
2022  
+18,62%
2021  
+6,00%
2020
  -17,30%
2019  
+2,63%
2018
  -1,95%