Vortrag am FONDS professionell KONGRESSMB Fund - S Plus
| MVD-Fonds Rating | EDA |
|---|---|
  | 58 |
ISIN: LU0354946856 | WKN: HAFX2B
KAG: Hauck & Aufhäuser
NAV: 97,05 EUR am 02.09.2024
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Kennzahlen MB Fund - S Plus
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +10,61% | +1,69% | +27,49% | +5,84% | -27,56% | -3,61% | -1,39% |
| Volatilität | +21,17% | +16,36% | +14,59% | +17,92% | +24,58% | +23,04% | +23,63% |
| Sharpe Ratio | +10,60 | -0,01 | +1,66 | -0,09 | -0,40 | -0,17 | -0,15 |
| Bester Monat | - | +9,28% | +9,28% | +14,26% | +21,02% | +21,02% | +21,02% |
| Schl. Monat | - | -5,22% | -5,22% | -6,73% | -33,04% | -33,04% | -33,04% |
| Max. Verlust | -0,66% | -15,22% | -15,22% | -33,36% | -61,66% | -61,66% | -61,66% |
Monatsperformance MB Fund - S Plus
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +2,65% | +12,52% | -6,21% | -5,32% | -5,48% |
| Februar | +6,30% | +0,63% | +6,37% | -3,73% | -12,59% |
| März | +9,28% | +2,93% | -6,41% | +7,13% | -33,04% |
| April | -5,22% | +3,12% | -5,17% | +1,57% | +21,02% |
| Mai | +0,19% | -5,47% | -2,90% | +4,12% | +4,17% |
| Juni | -3,97% | -3,34% | -3,27% | +2,07% | +4,20% |
| Juli | -2,10% | +3,76% | +2,86% | -11,45% | +3,20% |
| August | +5,62% | -5,05% | -5,16% | +1,08% | -3,86% |
| September | +0,01% | +0,01% | -3,47% | -4,91% | -15,42% |
| Oktober | - | +0,10% | +3,76% | +0,87% | -5,50% |
| November | - | +6,94% | +14,26% | -5,24% | +7,33% |
| Dezember | - | +5,98% | -6,73% | -3,41% | -0,27% |
| Gesamt | +12,45% | +22,75% | -13,40% | -17,17% | -38,31% |
