Vortrag am FONDS professionell KONGRESSUBS (Lux) Equity Fund - Mid Caps USA (USD), Anteilsklasse P-acc, USD
| MVD-Fonds Rating | EDA |
|---|---|
  | 72 |
ISIN: LU0049842262 | WKN: 974186
KAG: UBS Fund M. (LU)
NAV: 3.290,34 USD am 14.08.2024
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Kennzahlen UBS (Lux) Equity Fund - Mid Caps USA (USD), Anteilsklasse P-acc, USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -4,47% | -4,20% | +8,56% | -7,11% | +58,74% | +153,25% | +1.545,17% |
| Volatilität | +21,27% | +14,39% | +15,19% | +22,81% | +25,11% | +20,88% | +21,74% |
| Sharpe Ratio | -2,17 | -0,82 | +0,33 | -0,26 | +0,24 | +0,30 | +0,29 |
| Bester Monat | - | +5,49% | +11,85% | +11,85% | +17,27% | +17,27% | +17,27% |
| Schl. Monat | - | -5,32% | -5,40% | -13,04% | -17,66% | -17,66% | -21,85% |
| Max. Verlust | -10,10% | -11,46% | -11,66% | -38,83% | -38,83% | -38,83% | -54,65% |
Monatsperformance UBS (Lux) Equity Fund - Mid Caps USA (USD), Anteilsklasse P-acc, USD
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -0,27% | +7,46% | -13,04% | +0,20% | +1,99% |
| Februar | +5,49% | -0,16% | -1,20% | +3,79% | -6,03% |
| März | +1,83% | +0,98% | +1,15% | -2,45% | -17,66% |
| April | -5,32% | -1,88% | -11,92% | +5,99% | +17,27% |
| Mai | +1,54% | +3,86% | -3,35% | -2,31% | +9,17% |
| Juni | -0,06% | +8,29% | -8,86% | +7,14% | +2,12% |
| Juli | -1,98% | +2,66% | +11,34% | +2,40% | +8,24% |
| August | -1,47% | -2,91% | -2,23% | +1,40% | +4,30% |
| September | - | -5,40% | -7,02% | -4,39% | -1,66% |
| Oktober | - | -4,78% | +6,92% | +7,71% | -0,47% |
| November | - | +11,85% | +4,37% | -4,81% | +15,23% |
| Dezember | - | +7,95% | -7,00% | +0,29% | +3,64% |
| Gesamt | -0,59% | +29,61% | -29,17% | +14,89% | +36,15% |
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