YOU INVEST GREEN active EUR (A)/ AT0000A11F78 /
NAV14.05.2024 | Diff.+0.2000 | Ertragstyp | Ausrichtung | Fondsgesellschaft |
---|---|---|---|---|
101.1500EUR | +0.20% | ausschüttend | Mischfonds weltweit | Erste AM ▶ |
Monatliche Performance
Jan | Feb | Mär | Apr | Mai | Jun | Jul | Aug | Sep | Okt | Nov | Dez | Gesamt | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|
2013 | - | - | - | - | - | - | - | - | - | - | - | 0.19 | - |
2014 | -0.94 | 2.08 | 0.16 | 0.41 | 1.65 | 0.75 | 0.77 | 1.18 | 0.14 | -0.61 | 1.45 | 0.31 | +7.55% |
2015 | 1.94 | 1.00 | 0.16 | 1.16 | -1.02 | -2.02 | -0.05 | -3.55 | -1.37 | 2.85 | 0.11 | -2.09 | -3.03% |
2016 | -2.19 | -0.30 | 2.31 | 0.72 | -0.14 | -0.35 | 2.22 | 0.31 | -0.04 | -0.18 | -1.23 | 1.57 | +2.63% |
2017 | 0.87 | 1.91 | -0.26 | 0.75 | 0.59 | -0.08 | 0.48 | -1.11 | 1.46 | 1.14 | -0.15 | 0.58 | +6.29% |
2018 | 1.69 | -2.34 | -1.71 | 0.17 | 0.82 | -1.03 | 1.30 | 0.04 | -0.32 | -3.45 | 0.51 | -4.07 | -8.25% |
2019 | 3.85 | 2.47 | -0.06 | 1.64 | -2.07 | 2.29 | 2.30 | -2.30 | 1.42 | 0.08 | 1.16 | 1.08 | +12.30% |
2020 | 0.66 | -1.47 | -12.10 | 5.03 | 2.94 | 1.44 | 3.18 | 1.87 | -1.46 | -0.70 | 4.58 | 1.52 | +4.39% |
2021 | 0.60 | 0.91 | -0.63 | 2.00 | 0.16 | 1.14 | 0.81 | 1.14 | -1.88 | 1.76 | 0.16 | 1.36 | +7.72% |
2022 | -3.91 | -2.15 | 1.30 | -3.05 | -0.63 | -4.08 | 2.38 | -0.18 | -5.17 | -0.07 | 2.94 | -2.23 | -14.22% |
2023 | 4.09 | -1.53 | -0.35 | 0.20 | 0.99 | 1.19 | 1.60 | -1.11 | -1.84 | -2.24 | 4.01 | 4.04 | +9.13% |
2024 | 0.49 | 0.60 | 1.32 | -1.27 | 1.23 | - | - | - | - | - | - | - | - |
Einzelne Monate: Ausschüttungen nicht berücksichtigt
Kennzahlen
lfd. Jahr | 6 Monate | 1 Jahr | 3 Jahre | 5 Jahre | |
---|---|---|---|---|---|
Volatilität | 4.15% | 4.07% | 4.41% | 5.86% | 6.94% |
Sharpe Ratio | 0.68 | 3.34 | 0.99 | -0.56 | -0.19 |
Bester Monat | +4.04% | +4.04% | +4.04% | +4.09% | +5.03% |
Schlechtester Monat | -1.27% | -1.27% | -2.24% | -5.17% | -12.10% |
Maximaler Verlust | -2.64% | -2.64% | -5.31% | -16.55% | -18.52% |
Outperformance | -1.70% | - | -1.95% | +2.42% | +1.97% |
Alle Kurse in EUR
Tranchen
Titel | Ertragstyp | Rückn. Preis | 1 Jahr | 3 Jahre | |
---|---|---|---|---|---|
YOU INVEST GREEN active EUR (VTI... | vollthesaurierend | 127.3000 | +8.18% | +1.53% | |
YOU INVEST GREEN active EUR (T) | thesaurierend | 123.5000 | +8.18% | +1.54% | |
YOU INVEST GREEN active EUR (A) | ausschüttend | 101.1500 | +8.18% | +1.55% |
Performance
lfd. Jahr | +2.37% | ||
---|---|---|---|
6 Monate | +8.27% | ||
1 Jahr | +8.18% | ||
3 Jahre | +1.55% | ||
5 Jahre | +13.28% | ||
10 Jahre | +23.11% | ||
seit Beginn | +27.34% | ||
Jahr | |||
2023 | +9.13% | ||
2022 | -14.22% | ||
2021 | +7.72% | ||
2020 | +4.39% | ||
2019 | +12.30% | ||
2018 | -8.25% | ||
2017 | +6.29% | ||
2016 | +2.63% | ||
2015 | -3.03% |
Ausschüttungen
27.03.2024 | 2.50 EUR |
30.03.2023 | 1.40 EUR |
30.03.2022 | 3.00 EUR |
30.03.2021 | 1.60 EUR |
30.03.2020 | 1.75 EUR |
28.03.2019 | 2.00 EUR |
28.03.2018 | 2.50 EUR |
30.03.2017 | 2.50 EUR |
30.03.2016 | 2.70 EUR |
30.03.2015 | 3.00 EUR |
28.03.2014 | 0.50 EUR |