BKP Wachstum Global - Anteilklasse A/ DE000A3D05M2 /
NAV2024-05-17 | Chg.-0.1000 | Type of yield | Investment Focus | Investment company |
---|---|---|---|---|
145.8300EUR | -0.07% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2023 | - | - | 6.17 | -7.62 | 16.94 | 0.18 | 5.06 | -2.98 | -2.17 | -3.02 | 15.89 | 5.02 | - |
2024 | 3.75 | 4.75 | -0.33 | -3.46 | 2.97 | - | - | - | - | - | - | - | - |
Calculated values
YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
---|---|---|---|---|---|
Volatility | 12.99% | 12.28% | 14.61% | -% | -% |
Sharpe ratio | 1.40 | 2.89 | 2.22 | - | - |
Best month | +5.02% | +15.89% | +16.94% | - | - |
Worst month | -3.46% | -3.46% | -3.46% | - | - |
Maximum loss | -6.37% | -6.37% | -9.97% | - | - |
Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
---|---|---|---|---|---|
BKP Wachstum Global - Anteilklas... | reinvestment | 14,707.2500 | +37.17% | - | |
BKP Wachstum Global - Anteilklas... | reinvestment | 145.8300 | +36.25% | - |
Performance
YTD | +7.69% | ||
---|---|---|---|
6 Months | +17.85% | ||
1 Year | +36.25% | ||
3 Years | - | ||
5 Years | - | ||
10 Years | - | ||
Since start | +45.83% | ||
Year |