BKP Wachstum Global - Anteilklasse I/ DE000A3D05N0 /
| NAV2024-05-21 | Chg.+44.7998 | Type of yield | Investment Focus | Investment company |
|---|---|---|---|---|
| 14,752.0498EUR | +0.30% | reinvestment | Equity Worldwide | Universal-Investment ▶ |
Monthly performance
| Jan | Feb | Mar | Apr | May | Jun | Jul | Aug | Sep | Oct | Nov | Dec | Total | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2023 | - | - | 6.25 | -7.57 | 17.01 | 0.24 | 5.11 | -2.92 | -2.11 | -2.96 | 15.94 | 5.07 | - |
| 2024 | 3.81 | 4.81 | -0.28 | -3.39 | 3.32 | - | - | - | - | - | - | - | - |
Calculated values
| YTD | 6 Months | 1 Year | 3 Years | 5 Years | |
|---|---|---|---|---|---|
| Volatility | 12.85% | 12.21% | 14.38% | -% | -% |
| Sharpe ratio | 1.50 | 3.01 | 2.12 | - | - |
| Best month | +5.07% | +15.94% | +17.01% | - | - |
| Worst month | -3.39% | -3.39% | -3.39% | - | - |
| Maximum loss | -6.24% | -6.24% | -9.81% | - | - |
| Outperformance | - | - | - | - | - |
All quotes in EUR
Tranches
| Name | Type of yield | Repurchase p. | 1 Year | 3 Years | |
|---|---|---|---|---|---|
| BKP Wachstum Global - Anteilklas... | reinvestment | 14,752.0498 | +34.15% | - | |
| BKP Wachstum Global - Anteilklas... | reinvestment | 146.2600 | +33.25% | - |
Performance
| YTD | +8.30% | ||
|---|---|---|---|
| 6 Months | +18.42% | ||
| 1 Year | +34.15% | ||
| 3 Years | - | ||
| 5 Years | - | ||
| 10 Years | - | ||
| Since start | +47.52% | ||
| Year | |||
