Tailormade sustainable fd.balanced VT2/ AT0000A2D937 /
NAV04.06.2024 | Diff.+0.2400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
118.6800EUR | +0.20% | vollthesaurierend | Mischfonds weltweit | Gutmann KAG ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2020 | - | - | - | - | - | 1.71 | 2.09 | 1.22 | -0.51 | -0.89 | 5.67 | 0.45 | - |
2021 | 1.72 | 1.20 | 0.78 | 0.89 | -0.05 | 2.08 | 0.41 | 1.21 | -1.24 | 1.19 | -0.17 | 1.79 | +10.21% |
2022 | -3.76 | -3.30 | 0.77 | -3.55 | -1.16 | -4.42 | 3.87 | -0.58 | -5.15 | -0.07 | 3.45 | -2.17 | -15.37% |
2023 | 4.61 | -1.27 | -0.33 | -0.04 | 1.83 | 1.07 | 1.58 | -0.98 | -1.38 | -1.96 | 4.10 | 3.59 | +11.08% |
2024 | 1.18 | 1.02 | 1.48 | -0.77 | 1.44 | -0.41 | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 3.97% | 3.95% | 4.46% | 6.09% | -% |
Sharpe Ratio | 1.49 | 2.74 | 1.41 | -0.48 | - |
Bester Monat | +3.59% | +3.59% | +4.10% | +4.61% | +5.67% |
Schlechtester Monat | -0.77% | -0.77% | -1.96% | -5.15% | -5.15% |
Maximaler Verlust | -2.16% | -2.16% | -4.49% | -18.23% | - |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
Tailormade sustainable fd.balanc... | vollthesaurierend | 118.6900 | +10.05% | +2.65% | |
Tailormade sustainable fd.balanc... | vollthesaurierend | 118.6800 | +10.05% | +2.64% | |
Tailormade sustainable fd.balanc... | vollthesaurierend | 118.6800 | +10.04% | +2.64% | |
Tailormade sustainable fund bala... | vollthesaurierend | 114.5200 | +9.60% | - |
Performance
lfd. Jahr | +3.99% | ||
---|---|---|---|
6 Monate | +7.04% | ||
1 Jahr | +10.05% | ||
3 Jahre | +2.64% | ||
5 Jahre | - | ||
10 Jahre | - | ||
seit Beginn | +18.68% | ||
Jahr | |||
2023 | +11.08% | ||
2022 | -15.37% | ||
2021 | +10.21% |