Vortrag am FONDS professionell KONGRESSUniInstitutional Konservativ Nachhaltig
| MVD-Fonds Rating | EDA |
|---|---|
| Kein Rating vorhanden | - |
ISIN: LU0300981452 | WKN: A0MR5M
KAG: Union Investment(LU)
NAV: 97,94 EUR am 25.09.2024
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Kennzahlen UniInstitutional Konservativ Nachhaltig
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,38% | +3,12% | +11,79% | +12,26% | +11,83% | +11,01% | +22,28% |
| Volatilität | +4,35% | +4,97% | +4,33% | +3,80% | +3,38% | +2,66% | +2,17% |
| Sharpe Ratio | +0,30 | +0,58 | +1,94 | +0,14 | -0,34 | -0,89 | -1,03 |
| Bester Monat | - | +2,08% | +3,49% | +3,49% | +3,49% | +3,49% | +3,49% |
| Schl. Monat | - | -1,22% | -1,79% | -2,50% | -2,50% | -2,50% | -2,50% |
| Max. Verlust | -1,28% | -3,10% | -3,10% | -4,88% | -5,80% | -6,81% | -6,81% |
Monatsperformance UniInstitutional Konservativ Nachhaltig
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,54% | +1,89% | -2,08% | -0,70% | +0,07% |
| Februar | +1,06% | -0,97% | -0,50% | +0,13% | -1,28% |
| März | +2,08% | +1,26% | -0,30% | +0,75% | -2,03% |
| April | -1,22% | +0,63% | -0,46% | +1,04% | -0,12% |
| Mai | +1,59% | +0,02% | -0,24% | +0,29% | -0,06% |
| Juni | +0,77% | +1,34% | -0,45% | +0,67% | -0,03% |
| Juli | +0,91% | +1,09% | -0,05% | +1,10% | -0,09% |
| August | +0,60% | -0,86% | -0,27% | +1,31% | -0,03% |
| September | +0,12% | -1,79% | -0,29% | -2,50% | -0,10% |
| Oktober | - | -0,81% | -0,04% | +2,36% | -0,08% |
| November | - | +3,49% | +0,15% | -0,78% | -0,13% |
| Dezember | - | +2,34% | +0,09% | +1,91% | -0,12% |
| Gesamt | +6,60% | +7,76% | -4,37% | +5,62% | -3,95% |
