Vortrag am FONDS professionell KONGRESSDJE - Zins & Dividende - PA (EUR)
| MVD-Fonds Rating | EDA |
|---|---|
  | 71 |
ISIN: LU0553164731 | WKN: A1C7Y8
KAG: DJE Investment
NAV: 171,45 EUR am 27.09.2024
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Kennzahlen DJE - Zins & Dividende - PA (EUR)
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,62% | +3,43% | +12,08% | +8,53% | +26,13% | +68,51% | +100,45% |
| Volatilität | +3,68% | +5,50% | +5,07% | +6,09% | +6,57% | +6,49% | +6,21% |
| Sharpe Ratio | +4,77 | +0,65 | +1,72 | -0,10 | +0,21 | +0,31 | +0,30 |
| Bester Monat | - | +2,48% | +2,57% | +3,89% | +4,65% | +6,29% | +6,29% |
| Schl. Monat | - | -1,30% | -1,47% | -3,94% | -3,94% | -3,94% | -4,03% |
| Max. Verlust | -1,07% | -3,84% | -3,84% | -10,05% | -12,49% | -12,49% | -12,49% |
Monatsperformance DJE - Zins & Dividende - PA (EUR)
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +2,16% | +2,46% | -2,59% | +0,44% | +0,09% |
| Februar | +1,27% | +0,07% | -2,98% | +0,08% | -2,18% |
| März | +2,26% | -0,64% | +1,31% | +2,72% | -3,41% |
| April | -1,30% | +0,31% | 0,00% | +0,83% | +4,65% |
| Mai | +0,52% | +1,78% | -1,23% | -0,11% | -0,16% |
| Juni | +2,48% | -0,31% | -3,94% | +1,86% | +0,61% |
| Juli | -0,83% | +0,35% | +3,89% | +0,76% | +0,74% |
| August | +0,99% | -0,15% | -0,18% | +1,82% | +1,97% |
| September | +1,19% | +0,10% | -3,64% | -1,45% | -1,95% |
| Oktober | - | -1,47% | +1,15% | +0,83% | -0,31% |
| November | - | +2,57% | +0,75% | +0,64% | +4,14% |
| Dezember | - | +1,62% | -2,12% | +1,97% | +0,96% |
| Gesamt | +9,01% | +6,81% | -9,45% | +10,82% | +4,95% |
