UniGlobal
| MVD-Fonds Rating | EDA |
|---|---|
 | 69 |
ISIN: DE0008491051 | WKN: 849105
KAG: Union Inv. Privatf.
NAV: 429,74 EUR am 26.09.2024
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Kennzahlen UniGlobal
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,37% | +4,46% | +27,34% | +32,72% | +91,28% | +198,17% | +4.265,06% |
| Volatilität | +12,74% | +13,00% | +11,99% | +15,13% | +18,23% | +16,21% | +14,21% |
| Sharpe Ratio | +2,22 | +0,44 | +2,00 | +0,43 | +0,58 | +0,51 | +0,19 |
| Bester Monat | - | +3,37% | +6,08% | +9,99% | +9,99% | +9,99% | +12,17% |
| Schl. Monat | - | -2,69% | -2,69% | -7,22% | -10,75% | -10,75% | -31,56% |
| Max. Verlust | -4,30% | -9,62% | -9,62% | -18,13% | -33,12% | -33,12% | -54,31% |
Monatsperformance UniGlobal
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +3,87% | +4,30% | -4,13% | +0,59% | +0,64% |
| Februar | +6,08% | +0,02% | -3,14% | +3,57% | -6,18% |
| März | +3,37% | +0,87% | +3,53% | +6,64% | -10,75% |
| April | -2,69% | +0,18% | -4,65% | +2,31% | +9,46% |
| Mai | +2,57% | +3,48% | -0,74% | +0,14% | +2,74% |
| Juni | +3,03% | +3,60% | -7,19% | +4,04% | +2,20% |
| Juli | -0,26% | +1,68% | +9,99% | +1,85% | +1,11% |
| August | -0,08% | -0,76% | -3,07% | +3,34% | +5,98% |
| September | +0,97% | -2,42% | -6,59% | -2,80% | -2,34% |
| Oktober | - | -1,70% | +6,61% | +6,16% | -2,47% |
| November | - | +5,78% | +3,42% | +0,79% | +9,11% |
| Dezember | - | +3,64% | -7,22% | +4,16% | +1,29% |
| Gesamt | +17,86% | +19,92% | -13,97% | +35,02% | +9,25% |
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