Nordea 1 - Global Opportunity Fund - BP - EUR/ LU0975280552 /
| NAV28.05.2024 | Diff.-0,6997 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 327,3139EUR | -0,21% | thesaurierend | Aktien weltweit | Nordea Inv. Funds ▶ |
Monatliche Performance
| Jän | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2013 | - | - | - | - | - | - | - | - | - | - | - | -0,65 | - |
| 2014 | -3,77 | 4,07 | -1,36 | -1,19 | 4,30 | 2,74 | -0,44 | 3,72 | 2,61 | 1,24 | 2,45 | 1,41 | +16,56% |
| 2015 | 5,82 | 6,51 | 3,83 | -2,71 | 3,96 | -5,08 | 5,26 | -7,13 | -6,18 | 9,93 | 4,40 | -3,65 | +13,95% |
| 2016 | -7,75 | -0,30 | 1,23 | -0,68 | 4,80 | -3,85 | 5,36 | 0,27 | -0,39 | -0,66 | 4,42 | 0,55 | +2,28% |
| 2017 | 1,53 | 4,94 | 0,33 | 1,18 | 0,11 | -0,21 | -0,26 | -1,73 | 2,70 | 5,40 | -0,46 | 0,81 | +15,04% |
| 2018 | 2,94 | -0,81 | -5,00 | 4,61 | 5,21 | 0,64 | 0,81 | 1,97 | -0,66 | -6,27 | 2,03 | -8,23 | -3,71% |
| 2019 | 8,19 | 5,92 | 2,95 | 5,58 | -4,69 | 4,81 | 4,29 | -0,95 | 1,41 | -0,63 | 6,00 | 1,55 | +39,45% |
| 2020 | 1,79 | -10,11 | -9,83 | 13,95 | 2,90 | 0,60 | 2,75 | 4,24 | -0,90 | -2,80 | 6,84 | 1,31 | +8,69% |
| 2021 | 0,64 | 1,40 | 6,42 | 3,08 | -0,74 | 4,93 | 2,46 | 3,36 | -2,30 | 4,40 | 3,62 | 1,45 | +32,40% |
| 2022 | -9,80 | -5,24 | 5,18 | -3,48 | -6,35 | -7,16 | 15,17 | -3,50 | -8,34 | 4,85 | 0,84 | -6,31 | -23,86% |
| 2023 | 6,91 | -0,66 | 0,73 | -0,27 | 4,62 | 3,89 | 2,59 | -0,69 | -2,10 | -4,73 | 8,58 | 4,57 | +25,10% |
| 2024 | 4,32 | 5,24 | 2,44 | -2,57 | 1,99 | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11,78% | 11,12% | 11,69% | 18,33% | 19,11% |
| Sharpe Ratio | 2,37 | 3,25 | 1,76 | 0,24 | 0,43 |
| Bester Monat | +5,24% | +8,58% | +8,58% | +15,17% | +15,17% |
| Schlechtester Monat | -2,57% | -2,57% | -4,73% | -9,80% | -10,11% |
| Maximaler Verlust | -4,70% | -4,70% | -8,61% | -27,78% | -31,89% |
| Outperformance | +3,29% | - | -0,50% | +35,32% | +65,51% |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| Nordea 1 - Global Opportunity Fu... | thesaurierend | 4.046,4150 | +20,25% | +45,52% | |
| Nordea 1 - Global Opportunity Fu... | thesaurierend | 302,7720 | +23,26% | +24,02% | |
| Nordea 1 Global Opportunity F.BP... | thesaurierend | 3.753,3091 | +22,44% | +43,72% | |
| Nordea 1 - Global Opportunity Fu... | thesaurierend | 354,6690 | +25,13% | +29,78% | |
| Nordea 1 - Global Opportunity Fu... | thesaurierend | 327,3139 | +24,18% | +26,85% |
Performance
| lfd. Jahr | +11,75% | ||
|---|---|---|---|
| 6 Monate | +18,15% | ||
| 1 Jahr | +24,18% | ||
| 3 Jahre | +26,85% | ||
| 5 Jahre | +76,48% | ||
| 10 Jahre | +216,52% | ||
| seit Beginn | +227,31% | ||
| Jahr | |||
| 2023 | +25,10% | ||
| 2022 | -23,86% | ||
| 2021 | +32,40% | ||
| 2020 | +8,69% | ||
| 2019 | +39,45% | ||
| 2018 | -3,71% | ||
| 2017 | +15,04% | ||
| 2016 | +2,28% | ||
| 2015 | +13,95% | ||
