UniNachhaltig Aktien Deutschland I/ DE000A0Q2HY7 /
| NAV29.04.2024 | Diff.-0.7700 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
|---|---|---|---|---|
| 220.1500EUR | -0.35% | thesaurierend | Aktien Branchenmix | Union Inv. Privatf. ▶ |
Monatliche Performance
| Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| 2018 | - | - | - | - | - | -2.84 | 3.46 | -3.56 | -0.85 | -7.36 | 0.10 | -6.01 | - |
| 2019 | 5.12 | 2.35 | 1.56 | 6.14 | -7.26 | 5.71 | -1.41 | -1.84 | 4.36 | 4.49 | 2.47 | -0.19 | +22.73% |
| 2020 | -3.01 | -8.96 | -17.34 | 10.20 | 4.31 | 6.79 | -1.19 | 5.39 | -1.72 | -9.98 | 16.13 | 3.37 | -0.90% |
| 2021 | -1.11 | 4.18 | 9.87 | 0.49 | 1.39 | -0.96 | -0.04 | 0.89 | -2.37 | 3.10 | -4.46 | 4.82 | +16.12% |
| 2022 | -1.59 | -6.88 | -1.34 | -3.27 | -0.29 | -11.93 | 5.32 | -4.49 | -5.96 | 8.19 | 8.84 | -3.72 | -17.64% |
| 2023 | 8.47 | -0.14 | -0.22 | 0.92 | -3.68 | 1.28 | 2.02 | -2.48 | -3.11 | -4.90 | 8.84 | 3.94 | +10.36% |
| 2024 | 0.44 | 4.41 | 2.84 | -2.52 | - | - | - | - | - | - | - | - | - |
Kennzahlen
| lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
|---|---|---|---|---|---|
| Volatilität | 11.24% | 10.70% | 11.75% | 17.46% | 21.25% |
| Sharpe Ratio | 1.15 | 3.75 | 0.33 | -0.27 | -0.03 |
| Bester Monat | +4.41% | +8.84% | +8.84% | +8.84% | +16.13% |
| Schlechtester Monat | -2.52% | -4.90% | -4.90% | -11.93% | -17.34% |
| Maximaler Verlust | -4.37% | -4.37% | -11.09% | -30.42% | -40.34% |
| Outperformance | +2.60% | - | -2.38% | +6.27% | - |
Alle Kurse in EUR
Tranchen
| Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
|---|---|---|---|---|---|
| UniNachhaltig Aktien Deutschland... | thesaurierend | 220.1500 | +7.69% | -2.62% | |
| UniNachhaltig Aktien Deutschland | ausschüttend | 93.4400 | +8.83% | - | |
| UniNachhaltig Aktien Deutschland | thesaurierend | 242.0800 | +7.40% | -2.42% |
Performance
| lfd. Jahr | +5.13% | ||
|---|---|---|---|
| 6 Monate | +19.80% | ||
| 1 Jahr | +7.69% | ||
| 3 Jahre | -2.62% | ||
| 5 Jahre | +16.60% | ||
| seit Beginn | +8.49% | ||
| Jahr | |||
| 2023 | +10.36% | ||
| 2022 | -17.64% | ||
| 2021 | +16.12% | ||
| 2020 | -0.90% | ||
| 2019 | +22.73% | ||
