CORE Balanced EUR (T)
MVD-Fonds Rating | EDA |
---|---|
![]() ![]() ![]() ![]() ![]() ![]() | 82 |
ISIN: AT0000828611 | WKN: 82861
KAG: Erste AM
NAV: 200,66 EUR am 19.08.2024
Chart
Kennzahlen CORE Balanced EUR (T)
1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
Performance | -0,10% | +3,90% | +11,21% | +1,30% | +14,78% | +34,04% | +134,46% |
Volatilität | +6,47% | +4,23% | +4,16% | +5,08% | +5,35% | +4,62% | +4,11% |
Sharpe Ratio | -0,73 | +1,05 | +1,86 | -0,61 | -0,14 | -0,12 | -0,03 |
Bester Monat | - | +1,49% | +3,80% | +3,80% | +3,80% | +3,80% | +5,14% |
Schl. Monat | - | -0,73% | -1,37% | -4,41% | -8,48% | -8,48% | -8,48% |
Max. Verlust | -1,88% | -2,10% | -2,77% | -14,82% | -14,82% | -14,82% | -15,17% |
Monatsperformance CORE Balanced EUR (T)
2024 | 2023 | 2022 | 2021 | 2020 | |
Januar | +0,60% | +3,52% | -2,40% | +0,68% | +0,88% |
Februar | +0,24% | -1,78% | -1,77% | +0,10% | -0,69% |
März | +1,49% | +0,64% | +0,67% | +0,48% | -8,48% |
April | -0,73% | -0,01% | -2,47% | +0,56% | +3,58% |
Mai | +1,02% | +0,52% | -1,57% | +0,13% | +2,23% |
Juni | +1,11% | +1,05% | -4,27% | +1,36% | +1,64% |
Juli | +0,51% | +0,81% | +3,52% | +1,35% | +2,25% |
August | +0,41% | -0,44% | -0,67% | +0,71% | +1,41% |
September | - | -1,37% | -4,41% | -1,11% | -0,63% |
Oktober | - | -1,09% | +0,18% | +1,51% | -0,06% |
November | - | +3,45% | +1,97% | +0,47% | +3,46% |
Dezember | - | +3,80% | -2,41% | +0,93% | +0,27% |
Gesamt | +4,73% | +9,27% | -13,09% | +7,38% | +5,42% |