UniProfiAnlage (2027)/ LU0496184259 /
NAV29.05.2024 | Diff.-0.3400 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
110.4600EUR | -0.31% | thesaurierend | Sonstige Fonds weltweit | Union Investment(LU) ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2015 | - | - | - | - | - | - | - | - | - | 1.87 | 0.26 | -2.60 | - |
2016 | 2.98 | 2.37 | 0.24 | -1.39 | 1.92 | 2.85 | 1.53 | -0.17 | 0.25 | -2.93 | -2.18 | 1.25 | +6.71% |
2017 | -1.96 | 2.58 | -0.68 | 0.38 | 0.18 | -1.72 | -0.07 | 1.78 | -0.40 | 1.03 | 0.15 | -0.60 | +0.58% |
2018 | -1.50 | -0.62 | 0.74 | -0.10 | 1.80 | -0.46 | -0.03 | 0.40 | -1.14 | -0.64 | 0.40 | -0.29 | -1.48% |
2019 | 1.91 | 0.32 | 2.19 | 0.09 | 0.61 | 1.77 | 1.20 | 1.39 | -0.75 | -1.53 | 0.21 | -0.81 | +6.74% |
2020 | 1.58 | -0.29 | -4.49 | 1.04 | -0.36 | 0.60 | 0.35 | -0.42 | 0.31 | 0.24 | 0.53 | 0.03 | -1.00% |
2021 | -0.20 | -1.02 | 0.63 | -0.39 | -0.06 | 0.14 | 0.83 | -0.27 | -1.12 | -0.67 | 0.72 | -0.44 | -1.85% |
2022 | -1.28 | -1.47 | -2.49 | -2.34 | -0.72 | -2.09 | 3.20 | -4.28 | -3.66 | 0.21 | 1.39 | -2.78 | -15.37% |
2023 | 1.93 | -2.00 | 1.69 | 0.13 | 0.06 | -0.87 | 0.62 | -0.06 | -1.24 | 0.24 | 1.84 | 2.28 | +4.63% |
2024 | -0.15 | -0.75 | 0.99 | -0.98 | 0.03 | - | - | - | - | - | - | - | - |
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 2.83% | 2.98% | 3.34% | 4.50% | 4.09% |
Sharpe Ratio | -2.10 | -0.37 | -0.51 | -1.85 | -1.62 |
Bester Monat | +2.28% | +2.28% | +2.28% | +3.20% | +3.20% |
Schlechtester Monat | -0.98% | -0.98% | -1.24% | -4.28% | -4.49% |
Maximaler Verlust | -1.16% | -1.41% | -2.15% | -17.51% | -20.58% |
Outperformance | - | - | - | - | - |
Alle Kurse in EUR
Performance
lfd. Jahr | -0.88% | ||
---|---|---|---|
6 Monate | +1.33% | ||
1 Jahr | +2.08% | ||
3 Jahre | -12.96% | ||
5 Jahre | -13.34% | ||
10 Jahre | - | ||
seit Beginn | -3.99% | ||
Jahr | |||
2023 | +4.63% | ||
2022 | -15.37% | ||
2021 | -1.85% | ||
2020 | -1.00% | ||
2019 | +6.74% | ||
2018 | -1.48% | ||
2017 | +0.58% | ||
2016 | +6.71% |