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YOU INVEST GREEN Portfolio 50 EUR (T)/  AT0000724208  /

Fonds
NAV19.09.2024 Diff.+0.1100 Ertragstyp Ausrichtung Fondsgesellschaft
132.5700EUR +0.08% thesaurierend Mischfonds weltweit Erste AM ▶
 

Monatliche Performance

  Jan Feb Mär Apr Mai Jun Jul Aug Sep Okt Nov Dez Gesamt
2001 0.40 -2.15 -1.85 1.11 3.00 -2.92 -1.17 -2.60 -6.60 4.84 1.71 0.19 -6.37%
2002 -0.13 -0.56 1.78 -2.47 -1.07 -6.66 -1.94 1.56 -2.07 0.40 2.34 -2.70 -11.23%
2003 -2.96 -0.82 1.27 1.86 0.36 3.38 -0.47 2.70 -1.13 1.65 -0.72 0.29 +5.34%
2004 1.92 0.28 1.91 0.31 -1.71 1.09 -1.23 1.39 0.37 0.12 1.92 0.58 +7.11%
2005 0.76 0.36 -0.09 -0.14 3.13 2.79 1.66 0.09 2.63 -2.87 4.17 1.16 +14.32%
2006 1.32 0.79 -0.08 -0.27 -2.04 -2.54 1.54 2.03 0.86 1.50 -0.18 1.45 +4.35%
2007 0.11 1.93 -1.97 1.84 0.66 -0.50 -0.99 -0.54 1.54 1.72 -3.45 0.47 +0.68%
2008 -4.00 0.26 -3.39 2.07 0.00 -2.80 -2.84 0.63 -0.31 -4.36 1.67 0.93 -11.75%
2009 -0.11 -1.72 0.15 -0.05 1.94 0.54 1.40 1.92 0.81 -0.22 1.42 0.31 +6.51%
2010 -1.05 -0.42 2.27 -0.12 -2.20 0.27 0.80 0.41 0.50 0.35 0.21 2.15 +3.15%
2011 0.36 -0.09 -1.69 0.68 0.26 -1.52 0.70 -2.78 -2.38 1.88 -2.98 3.23 -4.44%
2012 3.20 1.98 0.65 -0.75 -1.90 -0.33 2.20 1.33 0.55 0.36 0.59 1.12 +9.28%
2013 1.29 0.03 2.45 1.24 0.70 -4.05 0.98 -1.45 2.01 1.62 0.84 0.05 +5.67%
2014 -0.78 2.21 0.21 0.41 1.68 0.78 0.90 1.32 0.22 -0.76 1.58 0.36 +8.40%
2015 2.09 0.99 0.24 1.26 -1.17 -2.13 0.11 -3.39 -1.24 2.73 0.14 -2.18 -2.70%
2016 -2.30 -0.29 2.23 0.55 -0.01 -0.46 2.27 0.31 -0.03 -0.61 -1.05 1.50 +2.02%
2017 0.35 1.51 -0.27 0.61 0.53 -0.12 0.41 -0.79 1.24 1.20 0.08 0.46 +5.29%
2018 1.46 -1.95 -1.35 0.15 0.62 -1.00 1.36 -0.06 -0.28 -3.58 0.57 -3.68 -7.63%
2019 3.75 2.37 0.21 1.47 -1.80 2.42 2.12 -1.42 0.97 -0.48 0.82 0.60 +11.44%
2020 0.61 -1.58 -12.21 4.48 2.90 1.79 3.31 2.01 -1.23 -0.54 4.51 1.45 +4.43%
2021 0.63 0.69 -0.39 1.84 0.08 1.11 1.10 1.12 -1.95 1.86 0.31 1.19 +7.79%
2022 -3.96 -2.13 1.37 -2.83 -0.79 -4.11 2.62 -0.10 -4.68 0.35 2.62 -2.54 -13.61%
2023 3.82 -1.48 -0.15 0.03 1.00 1.11 1.39 -1.05 -2.04 -2.16 4.17 4.25 +8.93%
2024 0.29 0.43 1.38 -1.34 1.40 1.28 0.28 0.73 0.57 - - - -

Kennzahlen

  lfd. Jahr 6 Monate 1 Jahr 3 Jahre 5 Jahre
Volatilität 4.59% 4.89% 4.72% 5.84% 6.83%
Sharpe Ratio 0.81 0.92 1.32 -0.56 -0.16
Bester Monat +4.25% +1.40% +4.25% +4.25% +4.51%
Schlechtester Monat -1.34% -1.34% -2.16% -4.68% -12.21%
Maximaler Verlust -3.01% -3.01% -3.89% -15.64% -18.73%
Outperformance -0.97% - +1.20% +3.95% +3.58%
 
Alle Kurse in EUR

Tranchen

Titel   Ertragstyp Rückn. Preis 1 Jahr 3 Jahre
YOU INVEST GREEN Portfolio 50 EU... vollthesaurierend 135.6000 +9.70% +0.60%
YOU INVEST GREEN Portfolio 50 EU... thesaurierend 132.5700 +9.70% +0.60%
YOU INVEST GREEN Portfolio 50 EU... ausschüttend 86.9600 +9.70% +0.60%

Performance

lfd. Jahr  
+5.11%
6 Monate  
+3.94%
1 Jahr  
+9.70%
3 Jahre  
+0.60%
5 Jahre  
+12.55%
10 Jahre  
+21.49%
seit Beginn  
+52.23%
Jahr
2023  
+8.93%
2022
  -13.61%
2021  
+7.79%
2020  
+4.43%
2019  
+11.44%
2018
  -7.63%
2017  
+5.29%
2016  
+2.02%
2015
  -2.70%
 

Ausschüttungen

29.11.2023 0.00 EUR
29.11.2022 0.63 EUR
29.11.2021 1.21 EUR
28.11.2019 0.10 EUR
29.11.2018 0.83 EUR
29.11.2017 0.02 EUR
27.11.2015 1.32 EUR
27.11.2014 0.63 EUR
28.11.2013 0.49 EUR
29.11.2012 0.04 EUR
29.11.2011 0.30 EUR
29.11.2010 0.48 EUR
27.11.2009 0.48 EUR
27.11.2008 0.44 EUR
29.11.2007 0.36 EUR
29.11.2006 0.32 EUR
29.11.2005 0.29 EUR
29.11.2004 0.29 EUR
27.11.2003 0.32 EUR
28.11.2002 0.40 EUR
03.12.2001 0.35 EUR