UBS (Irl) ETF plc-Gl.Gender Equ.UE A USD/ IE00BDR5GY45 /
NAV10.05.2024 | Diff.+0,0926 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
23,6479USD | +0,39% | thesaurierend | Aktien weltweit | UBS Fund M. (LU) ▶ |
Monatliche Performance
Jan | Feb | Mrz | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2018 | 2,73 | -2,73 | -2,56 | 3,48 | 0,36 | 1,67 | 2,55 | 1,64 | -0,20 | -5,61 | 2,62 | -5,63 | -2,23% |
2019 | 6,03 | 2,99 | 1,85 | 3,60 | -3,52 | 4,84 | 1,17 | -1,00 | 3,18 | -0,02 | 3,21 | 2,45 | +27,32% |
2020 | 0,42 | -7,51 | -14,63 | 8,46 | 4,34 | 1,48 | 1,46 | 4,28 | -2,39 | -2,63 | 15,72 | 2,43 | +8,54% |
2021 | -1,22 | 3,78 | 5,93 | 3,09 | 2,67 | -0,22 | 0,55 | 1,60 | -2,88 | 3,46 | -3,30 | 4,60 | +19,08% |
2022 | -1,70 | -2,05 | 0,95 | -2,71 | 0,25 | -7,89 | 5,69 | -2,49 | -6,26 | 7,36 | 6,05 | -3,87 | -7,67% |
2023 | 7,46 | -1,02 | -0,94 | 3,31 | -3,65 | 3,28 | 2,87 | -2,19 | -2,89 | -3,88 | 8,21 | 6,65 | +17,40% |
2024 | 0,57 | 1,24 | 3,98 | -2,80 | 3,93 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 8,13% | 8,59% | 9,22% | 12,16% | 15,78% |
Sharpe Ratio | 2,10 | 4,78 | 1,47 | 0,22 | 0,46 |
Bester Monat | +6,65% | +8,21% | +8,21% | +8,21% | +15,72% |
Schlechtester Monat | -2,80% | -2,80% | -3,88% | -7,89% | -14,63% |
Maximaler Verlust | -4,92% | -4,92% | -10,15% | -18,00% | -33,33% |
Outperformance | +5,13% | - | +3,21% | +3,59% | - |
Alle Kurse in USD
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
UBS (Irl) ETF plc-Gl.Gender Equ.... | thesaurierend | 23,6479 | +17,40% | +20,68% | |
UBS (Irl) ETF plc-Gl.Gender Equ.... | thesaurierend | 19,3234 | +14,78% | +9,15% | |
UBS (Irl) ETF plc-Gl.Gender Equ.... | ausschüttend | 15,3483 | +11,79% | +8,99% | |
UBS (Irl) ETF plc-Gl.Gender Equ.... | thesaurierend | 20,8089 | +16,13% | +16,12% | |
UBS (Irl) ETF plc-Gl.Gender Equ.... | ausschüttend | 17,0793 | +14,80% | +8,11% | |
UBS (Irl) ETF plc-Gl.Gender Equ.... | thesaurierend | 21,6338 | +14,64% | +12,70% | |
UBS (Irl) ETF plc-Gl.Gender Equ.... | thesaurierend | 17,8392 | +11,77% | +8,98% |
Performance
lfd. Jahr | +6,94% | ||
---|---|---|---|
6 Monate | +20,18% | ||
1 Jahr | +17,40% | ||
3 Jahre | +20,68% | ||
5 Jahre | +68,49% | ||
10 Jahre | - | ||
seit Beginn | +85,57% | ||
Jahr | |||
2023 | +17,40% | ||
2022 | -7,67% | ||
2021 | +19,08% | ||
2020 | +8,54% | ||
2019 | +27,32% | ||
2018 | -2,23% |