DetailsChartProfileRisk matrixNewsDocuments

SUPERIOR 6 - Global Challenges T4/  AT0000A20CX1  /

Fonds
NAV2024-06-10 Chg.-6.1500 Type of yield Investment Focus Investment company
1,648.4700EUR -0.37% reinvestment Equity Worldwide Security KAG ▶
 

Monthly performance

  Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Total
2018 - - - 5.11 5.72 -2.88 4.05 2.72 0.42 -8.94 3.89 -8.53 -
2019 10.28 6.12 1.03 5.69 -5.33 2.85 2.23 -4.23 4.23 3.67 5.06 2.67 +38.85%
2020 2.69 -7.86 -14.10 12.79 2.16 -0.90 3.73 4.86 0.66 -3.87 11.25 1.26 +10.07%
2021 1.93 -0.64 5.51 -0.16 -0.23 2.74 3.57 2.42 -5.14 8.96 2.49 1.88 +25.20%
2022 -10.44 0.59 5.51 -5.86 -1.99 -9.63 12.35 -3.87 -11.42 4.42 4.40 -5.21 -21.65%
2023 2.89 2.40 2.06 -2.66 4.87 0.34 4.43 -5.47 -1.83 -3.43 9.70 6.41 +20.33%
2024 -1.12 0.56 2.53 -6.20 2.03 0.57 - - - - - - -

Calculated values

  YTD 6 Months 1 Year 3 Years 5 Years
Volatility 9.76% 9.67% 11.12% 15.97% 18.97%
Sharpe ratio -0.82 -0.06 0.19 -0.04 0.22
Best month +6.41% +6.41% +9.70% +12.35% +12.79%
Worst month -6.20% -6.20% -6.20% -11.42% -14.10%
Maximum loss -7.41% -7.41% -10.87% -26.52% -34.16%
Outperformance +8.56% - +14.83% - -
 
All quotes in EUR

Share classes

Name   Type of yield Repurchase p. 1 Year 3 Years
SUPERIOR 6 - Global Challenges T... reinvestment 1,648.4700 +5.82% +9.73%
SUPERIOR 6 - Global Challenges A paying dividend 285.1900 +4.31% +5.30%
SUPERIOR 6 - Global Challenges T reinvestment 304.4600 +4.31% +5.30%

Performance

YTD
  -1.87%
6 Months  
+1.58%
1 Year  
+5.82%
3 Years  
+9.73%
5 Years  
+45.92%
10 Years     -
Since start  
+76.52%
Year
2023  
+20.33%
2022
  -21.65%
2021  
+25.20%
2020  
+10.07%
2019  
+38.85%
 

Dividends

2023-09-01 13.74 EUR
2022-09-01 24.75 EUR
2021-09-01 13.64 EUR
2020-09-01 12.82 EUR
2019-09-02 13.22 EUR
2018-09-03 16.62 EUR