Artemis US Sm.Comp.Fd.I Acc GBP/ GB00BMMV5766 /
| NAV14.05.2024 | Diff.-0,0431 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 3,7341GBP | -1,14% | thesaurierend | Aktien Branchenmix | FundRock M. Co. ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | - | - | - | - | - | - | - | 3,95 | 1,67 | - |
| 2015 | 3,35 | 3,81 | 4,65 | -2,85 | 2,72 | -4,05 | 3,84 | -4,30 | -2,94 | 2,95 | 5,30 | -1,48 | +10,75% |
| 2016 | -8,48 | 9,31 | 2,32 | -0,75 | 0,69 | 8,26 | 8,42 | 1,17 | 2,35 | 3,99 | 4,16 | 3,27 | +39,06% |
| 2017 | 1,18 | 4,87 | -1,84 | -1,85 | 2,08 | 0,56 | 1,08 | 1,97 | -1,50 | 4,49 | -0,49 | 0,76 | +11,60% |
| 2018 | -1,21 | 0,18 | -1,64 | 6,27 | 8,66 | 2,19 | -0,38 | 12,46 | -0,61 | -9,30 | 2,60 | -11,01 | +5,92% |
| 2019 | 6,27 | 4,34 | 1,20 | 4,42 | -2,68 | 5,02 | 8,62 | -1,55 | -3,29 | -2,88 | 5,26 | -1,05 | +25,27% |
| 2020 | 2,85 | -7,75 | -14,86 | 14,70 | 9,38 | 1,08 | 1,77 | 3,92 | 0,17 | 2,93 | 5,16 | 6,06 | +24,58% |
| 2021 | 2,75 | 3,11 | 3,47 | 4,91 | -3,02 | 1,26 | 0,47 | 4,19 | 0,73 | 0,70 | -1,36 | -0,45 | +17,75% |
| 2022 | -12,81 | 4,46 | 3,61 | -5,91 | -5,18 | -8,63 | 9,14 | 4,68 | -3,02 | 0,88 | -1,50 | -4,80 | -19,38% |
| 2023 | 4,80 | 2,28 | -7,90 | -2,75 | 0,58 | 4,59 | 0,70 | 3,26 | -2,65 | -9,96 | 7,98 | 13,41 | +12,74% |
| 2024 | 0,34 | 7,69 | 7,46 | -5,21 | 1,56 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 16,95% | 16,55% | 16,53% | 19,81% | 21,90% |
| Sharpe Ratio | 1,88 | 4,00 | 1,66 | -0,04 | 0,31 |
| Bester Monat | +13,41% | +13,41% | +13,41% | +13,41% | +14,70% |
| Schlechtester Monat | -5,21% | -5,21% | -9,96% | -12,81% | -14,86% |
| Maximaler Verlust | -8,37% | -8,37% | -14,58% | -30,55% | -32,93% |
| Outperformance | +3,99% | - | +1,88% | +22,12% | +66,73% |
Alle Kurse in GBP
Performance
| lfd. Jahr | +11,78% | ||
|---|---|---|---|
| 6 Monate | +30,13% | ||
| 1 Jahr | +31,20% | ||
| 3 Jahre | +9,52% | ||
| 5 Jahre | +65,47% | ||
| 10 Jahre | - | ||
| seit Beginn | +273,41% | ||
| Jahr | |||
| 2023 | +12,74% | ||
| 2022 | -19,38% | ||
| 2021 | +17,75% | ||
| 2020 | +24,58% | ||
| 2019 | +25,27% | ||
| 2018 | +5,92% | ||
| 2017 | +11,60% | ||
| 2016 | +39,06% | ||
| 2015 | +10,75% | ||
