C-QUADRAT ARTS Best Momentum VTA (PLN hedged)/ AT0000A1H682 /
| NAV05.06.2024 | Diff.-1.4000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 144.4000PLN | -0.96% | vollthesaurierend | Aktien weltweit | Ampega Investment ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2016 | -8.37 | 0.13 | 1.09 | 0.20 | -0.36 | 0.30 | 3.36 | 0.34 | -0.35 | 1.23 | -1.53 | 3.82 | -0.66% |
| 2017 | 0.94 | 0.88 | 1.09 | 1.75 | 2.89 | -2.67 | 0.87 | -1.24 | 2.09 | 3.13 | 0.54 | 0.71 | +11.38% |
| 2018 | 2.77 | -3.46 | -3.36 | 1.60 | 2.54 | -1.34 | 0.02 | 1.58 | -0.76 | -5.64 | 2.48 | -8.39 | -11.98% |
| 2019 | 4.96 | 1.92 | 1.36 | 2.23 | -4.32 | 1.11 | 2.68 | -1.50 | 2.11 | -1.35 | 2.07 | 0.39 | +11.95% |
| 2020 | 0.61 | -4.06 | -16.41 | 6.62 | 0.98 | 1.17 | 4.27 | 5.19 | -2.29 | 0.61 | 10.55 | 2.56 | +7.44% |
| 2021 | 3.87 | 1.08 | -0.01 | 0.26 | 2.02 | 1.12 | 2.24 | 1.56 | -2.67 | 2.24 | 1.78 | 1.74 | +16.19% |
| 2022 | -6.12 | 0.87 | 5.86 | 3.08 | -2.27 | -7.43 | 1.48 | -2.49 | -5.94 | 1.26 | 0.07 | -2.60 | -14.13% |
| 2023 | 6.37 | 2.86 | -3.12 | 1.26 | 0.68 | 2.31 | 1.50 | -1.72 | -0.04 | -3.85 | 3.58 | 2.24 | +12.25% |
| 2024 | 2.73 | 2.79 | 4.26 | -1.49 | 0.93 | -0.37 | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 8.18% | 7.65% | 7.93% | 10.24% | 11.36% |
| Sharpe Ratio | 2.31 | 2.26 | 1.00 | 0.03 | 0.27 |
| Bester Monat | +4.26% | +4.26% | +4.26% | +6.37% | +10.55% |
| Schlechtester Monat | -1.49% | -1.49% | -3.85% | -7.43% | -16.41% |
| Maximaler Verlust | -3.35% | -3.35% | -5.77% | -18.56% | -26.10% |
| Outperformance | -2.98% | - | -2.64% | -7.66% | -12.06% |
Alle Kurse in PLN
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| C-QUADRAT ARTS Best Momentum EUR... | thesaurierend | 115.2100 | +10.63% | +4.71% | |
| C-QUADRAT ARTS Best Momentum VTA... | vollthesaurierend | 144.4000 | +11.70% | +12.77% | |
| C-QUADRAT ARTS Best Momentum VT | vollthesaurierend | 299.5000 | +10.05% | +2.66% | |
| C-QUADRAT ARTS Best Momentum T (... | thesaurierend | 1'166.7800 | +5.22% | -1.83% | |
| C-QUADRAT ARTS Best Momentum T | thesaurierend | 277.7300 | +9.80% | +2.41% |
Performance
| lfd. Jahr | +9.06% | ||
|---|---|---|---|
| 6 Monate | +9.99% | ||
| 1 Jahr | +11.70% | ||
| 3 Jahre | +12.77% | ||
| 5 Jahre | +39.45% | ||
| 10 Jahre | - | ||
| seit Beginn | +46.39% | ||
| Jahr | |||
| 2023 | +12.25% | ||
| 2022 | -14.13% | ||
| 2021 | +16.19% | ||
| 2020 | +7.44% | ||
| 2019 | +11.95% | ||
| 2018 | -11.98% | ||
| 2017 | +11.38% | ||
| 2016 | -0.66% | ||
