KBC Equity Fund We Care Responsible Investing Classic Shares K&H HUF/ BE6323644201 /
| NAV17.05.2024 | Diff.+0.7500 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 1'598.1500HUF | +0.05% | thesaurierend | Aktien weltweit | KBC AM NV ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2020 | - | - | - | - | - | - | - | - | - | - | 3.27 | 1.16 | - |
| 2021 | 1.79 | -0.95 | 5.39 | 1.38 | -2.31 | 7.49 | 5.98 | 0.70 | 0.05 | 6.49 | 1.14 | 7.80 | +40.24% |
| 2022 | -12.35 | 2.96 | 4.50 | 3.67 | 2.01 | -0.64 | 7.75 | -4.59 | 2.96 | 3.51 | 1.34 | -6.76 | +2.59% |
| 2023 | -3.88 | -4.76 | 0.39 | 0.34 | -0.90 | 1.82 | 3.58 | -0.90 | 0.32 | -4.53 | 2.67 | 2.16 | -4.06% |
| 2024 | 5.38 | 6.29 | 3.03 | -2.90 | 1.23 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.36% | 11.84% | 13.36% | 17.17% | -% |
| Sharpe Ratio | 3.21 | 3.12 | 1.05 | 0.61 | - |
| Bester Monat | +6.29% | +6.29% | +6.29% | +7.80% | - |
| Schlechtester Monat | -2.90% | -2.90% | -4.53% | -12.35% | - |
| Maximaler Verlust | -4.35% | -4.35% | -7.80% | -16.99% | - |
| Outperformance | - | - | - | - | - |
Alle Kurse in HUF
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| KBC Equity Fund We Care Responsi... | thesaurierend | 2'767.0801 | +13.20% | +36.91% | |
| KBC Equity Fund We Care Responsi... | ausschüttend | 2'037.2100 | +13.16% | +36.78% | |
| KBC Equity Fund We Care Responsi... | thesaurierend | 1'598.1500 | +17.89% | +49.01% |
Performance
| lfd. Jahr | +13.44% | ||
|---|---|---|---|
| 6 Monate | +18.49% | ||
| 1 Jahr | +17.89% | ||
| 3 Jahre | +49.01% | ||
| 5 Jahre | - | ||
| 10 Jahre | - | ||
| seit Beginn | +59.82% | ||
| Jahr | |||
| 2023 | -4.06% | ||
| 2022 | +2.59% | ||
| 2021 | +40.24% | ||
