Vortrag am FONDS professionell KONGRESSUBAM - Dr. Ehrhardt German Equity AC EUR
| MVD-Fonds Rating | EDA |
|---|---|
  | 67 |
ISIN: LU0087798301 | WKN: 921807
KAG: UBP AM (EU)
NAV: 2.474,88 EUR am 25.09.2024
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Kennzahlen UBAM - Dr. Ehrhardt German Equity AC EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,89% | +2,98% | +16,33% | +18,76% | +48,18% | +79,07% | +384,05% |
| Volatilität | +5,53% | +9,15% | +8,13% | +11,22% | +13,52% | +14,04% | +15,91% |
| Sharpe Ratio | +6,90 | +0,29 | +1,60 | +0,23 | +0,36 | +0,19 | +0,18 |
| Bester Monat | - | +4,96% | +6,28% | +6,55% | +8,35% | +9,37% | +19,20% |
| Schl. Monat | - | -3,68% | -3,68% | -8,52% | -11,74% | -11,74% | -14,04% |
| Max. Verlust | -0,76% | -7,25% | -7,25% | -14,00% | -28,34% | -33,47% | -51,09% |
Monatsperformance UBAM - Dr. Ehrhardt German Equity AC EUR
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,14% | +6,55% | -1,81% | +0,65% | -1,33% |
| Februar | +2,82% | -0,10% | -0,15% | +0,69% | -3,51% |
| März | +4,96% | -0,55% | +4,07% | +3,37% | -11,74% |
| April | -3,68% | +2,07% | +0,29% | +1,14% | +4,17% |
| Mai | +2,85% | -1,37% | +1,46% | +1,49% | +4,50% |
| Juni | -2,04% | -0,39% | -8,52% | +2,17% | +6,14% |
| Juli | +0,72% | +1,21% | +2,23% | +2,37% | -0,10% |
| August | +1,89% | -0,77% | -2,70% | +0,42% | +2,90% |
| September | +1,98% | -0,78% | -3,48% | -2,69% | -3,31% |
| Oktober | - | -1,01% | +3,60% | +0,73% | -2,26% |
| November | - | +6,28% | +3,31% | -0,82% | +8,35% |
| Dezember | - | +1,76% | -3,12% | +2,94% | +2,38% |
| Gesamt | +9,76% | +13,25% | -5,45% | +13,03% | +4,63% |
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