Vortrag am FONDS professionell KONGRESSART Top 50 Smart ESG Convertibles UI CHF
| MVD-Fonds Rating | EDA |
|---|---|
  | 88 |
ISIN: DE000A3C5CB2 | WKN: A3C5CB
KAG: Universal-Investment
NAV: 69,67 CHF am 20.08.2024
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Kennzahlen ART Top 50 Smart ESG Convertibles UI CHF
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | -3,73% | -0,68% | +0,45% | - | - | - | -30,33% |
| Volatilität | +15,16% | +10,11% | +9,01% | - | - | - | +11,09% |
| Sharpe Ratio | -2,74 | -0,49 | -0,34 | - | - | - | -1,43 |
| Bester Monat | - | +3,61% | +3,61% | +5,55% | - | - | +5,55% |
| Schl. Monat | - | -1,57% | -3,99% | -8,30% | - | - | -8,30% |
| Max. Verlust | -7,61% | -9,84% | -9,84% | - | - | - | -34,78% |
Monatsperformance ART Top 50 Smart ESG Convertibles UI CHF
| 2024 | 2023 | 2022 | 2021 | ||
| Januar | -2,31% | +5,55% | -4,15% | - | |
| Februar | +3,61% | -2,30% | -3,01% | - | |
| März | +3,01% | -0,08% | -2,26% | - | |
| April | -1,43% | -2,45% | -4,03% | - | |
| Mai | +1,13% | -0,94% | -2,53% | - | |
| Juni | -1,57% | +2,41% | -8,30% | - | |
| Juli | -1,20% | -1,10% | +0,65% | - | |
| August | -1,26% | -3,64% | -0,44% | - | |
| September | - | -1,74% | -7,94% | - | |
| Oktober | - | -3,99% | +4,44% | - | |
| November | - | +3,26% | +2,22% | - | |
| Dezember | - | +2,14% | -1,33% | -0,28% | |
| Gesamt | -0,20% | -3,31% | -24,26% | -0,28% |
