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 | Mrz | 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% | ||
