Vortrag am FONDS professionell KONGRESSStarCapital Equity Value plus A EUR
| MVD-Fonds Rating | EDA |
|---|---|
  | 68 |
ISIN: LU0114997082 | WKN: 940076
KAG: IPConcept (LU)
NAV: 249,01 EUR am 27.09.2024
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Kennzahlen StarCapital Equity Value plus A EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,57% | -1,46% | +11,33% | +8,22% | +27,71% | +62,95% | +216,49% |
| Volatilität | +14,43% | +13,50% | +11,42% | +14,33% | +15,52% | +14,26% | +15,93% |
| Sharpe Ratio | +1,16 | -0,46 | +0,70 | -0,05 | +0,11 | +0,12 | +0,10 |
| Bester Monat | - | +5,15% | +5,15% | +8,55% | +9,87% | +9,87% | +20,34% |
| Schl. Monat | - | -2,45% | -4,83% | -8,65% | -16,43% | -16,43% | -18,81% |
| Max. Verlust | -5,94% | -12,78% | -12,78% | -14,69% | -30,84% | -32,34% | -56,79% |
Monatsperformance StarCapital Equity Value plus A EUR
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +3,72% | +8,55% | -5,56% | +3,14% | -0,17% |
| Februar | +1,79% | -2,44% | +0,21% | +4,48% | -5,75% |
| März | +5,15% | -4,07% | +6,43% | +3,01% | -16,43% |
| April | +1,77% | -0,76% | -2,18% | +2,50% | +9,78% |
| Mai | +0,51% | +0,93% | +3,58% | +2,99% | +2,94% |
| Juni | -2,45% | +2,04% | -8,04% | +1,04% | -2,78% |
| Juli | -0,14% | +5,41% | +3,73% | +0,63% | -0,66% |
| August | -2,03% | -1,70% | -0,09% | -1,09% | +5,05% |
| September | +0,42% | +0,99% | -8,65% | -2,76% | -2,93% |
| Oktober | - | -4,83% | +4,75% | +2,07% | -3,48% |
| November | - | +1,67% | +1,76% | +0,79% | +9,87% |
| Dezember | - | +4,14% | -4,55% | -0,53% | +1,65% |
| Gesamt | +8,83% | +9,49% | -9,60% | +17,27% | -5,67% |
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