HWB Portfolio Plus Fonds CHF/ LU0350417613 /
| NAV25.04.2024 | Diff.-0.5800 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 71.1600CHF | -0.81% | thesaurierend | Mischfonds weltweit | 1741 Fund Services ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2014 | - | - | - | -3.06 | 0.48 | 14.72 | 10.90 | 3.24 | -0.35 | 3.80 | 4.21 | 0.69 | - |
| 2015 | -8.61 | 7.79 | 1.30 | -0.59 | -3.83 | -5.04 | -1.25 | 0.83 | -4.27 | 8.55 | 10.10 | 2.19 | +5.45% |
| 2016 | 3.41 | -4.30 | - | - | - | - | - | - | - | - | - | - | - |
| 2018 | -12.70 | -3.92 | -3.05 | 2.66 | 0.72 | -2.75 | -1.24 | -3.62 | -0.68 | -5.71 | -6.43 | -5.09 | -29.03% |
| 2019 | 10.32 | 8.72 | -1.34 | 8.40 | -6.69 | 1.43 | -1.18 | -1.94 | -0.83 | 1.93 | 2.83 | -0.73 | +21.37% |
| 2020 | -1.02 | 4.33 | -6.95 | 7.29 | 5.77 | -4.66 | 3.83 | 2.76 | -4.15 | -1.08 | 6.27 | 0.79 | +12.68% |
| 2021 | 0.09 | 0.76 | 5.23 | 1.04 | -0.15 | 2.53 | 1.71 | 1.77 | -3.02 | -0.67 | 0.21 | -1.22 | +8.34% |
| 2022 | -9.44 | -4.01 | 3.50 | -5.00 | -6.18 | -3.43 | 4.75 | -2.37 | 0.58 | -1.72 | 1.27 | -3.08 | -23.17% |
| 2023 | 7.04 | 0.73 | 0.57 | -2.32 | -0.48 | 3.88 | -0.67 | -2.39 | -1.33 | 2.33 | 5.44 | 3.20 | +16.64% |
| 2024 | 0.30 | 4.93 | 2.67 | -1.41 | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 9.68% | 10.30% | 10.21% | 12.77% | 13.45% |
| Sharpe Ratio | 1.92 | 3.65 | 1.47 | -0.44 | -0.13 |
| Bester Monat | +4.93% | +5.44% | +5.44% | +7.04% | +8.40% |
| Schlechtester Monat | -1.41% | -1.41% | -2.39% | -9.44% | -9.44% |
| Maximaler Verlust | -2.90% | -2.93% | -7.10% | -29.46% | -29.46% |
| Outperformance | +1.72% | - | +0.55% | +11.49% | - |
Alle Kurse in CHF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| HWB Portfolio Plus Fonds V | thesaurierend | 112.9300 | +18.89% | +7.08% | |
| HWB Portfolio Plus Fonds CHF | thesaurierend | 71.1600 | +18.90% | -5.20% | |
| HWB Portfolio Plus Fonds R | thesaurierend | 112.9300 | +18.89% | +7.05% |
Performance
| lfd. Jahr | +6.53% | ||
|---|---|---|---|
| 6 Monate | +18.90% | ||
| 1 Jahr | +18.90% | ||
| 3 Jahre | -5.20% | ||
| 5 Jahre | +10.77% | ||
| seit Beginn | +28.52% | ||
| Jahr | |||
| 2023 | +16.64% | ||
| 2022 | -23.17% | ||
| 2021 | +8.34% | ||
| 2020 | +12.68% | ||
| 2019 | +21.37% | ||
| 2018 | -29.03% | ||
| 2015 | +5.45% | ||
