Vortrag am FONDS professionell KONGRESSSpänglerPrivat: Global Brands & Dividends RA0
| MVD-Fonds Rating | EDA |
|---|---|
 | 71 |
ISIN: AT0000681895 | WKN: 68189
KAG: IQAM Invest
NAV: 234,20 EUR am 27.09.2024
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Kennzahlen SpänglerPrivat: Global Brands & Dividends RA0
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,95% | +2,88% | +13,30% | +29,32% | +47,45% | +108,96% | +186,66% |
| Volatilität | +8,87% | +9,19% | +8,97% | +12,26% | +16,57% | +15,01% | +14,68% |
| Sharpe Ratio | +0,95 | +0,27 | +1,11 | +0,46 | +0,29 | +0,29 | +0,11 |
| Bester Monat | - | +3,37% | +4,70% | +8,12% | +11,85% | +12,40% | +12,40% |
| Schl. Monat | - | -1,71% | -3,22% | -5,54% | -9,58% | -9,58% | -10,16% |
| Max. Verlust | -3,06% | -4,45% | -4,45% | -11,25% | -30,87% | -30,87% | -41,56% |
Monatsperformance SpänglerPrivat: Global Brands & Dividends RA0
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +4,70% | -0,52% | -0,47% | +2,60% | +1,13% |
| Februar | +1,49% | +1,03% | -2,20% | -1,31% | -9,25% |
| März | +2,90% | -0,54% | +1,87% | +6,96% | -9,58% |
| April | -1,71% | +2,36% | +3,50% | -0,48% | +11,85% |
| Mai | -0,83% | -0,87% | -0,95% | -0,08% | -0,35% |
| Juni | +3,37% | +0,74% | -5,54% | +2,70% | -1,36% |
| Juli | +0,52% | +2,12% | +4,91% | +1,60% | -0,59% |
| August | +0,64% | -0,96% | -3,08% | +1,29% | +3,59% |
| September | -0,06% | +1,04% | -5,10% | -2,08% | -2,45% |
| Oktober | - | -3,22% | +8,12% | +1,35% | -3,20% |
| November | - | +1,55% | +0,79% | +4,37% | +9,29% |
| Dezember | - | +3,13% | -3,48% | +6,36% | -0,17% |
| Gesamt | +11,39% | +5,84% | -2,54% | +25,40% | -3,21% |
