Vortrag am FONDS professionell KONGRESSMetzler Global Equities Sustainability A
| MVD-Fonds Rating | EDA |
|---|---|
  | 75 |
ISIN: IE0003723560 | WKN: 989439
KAG: Universal-Inv. (IE)
NAV: 146,39 EUR am 26.09.2024
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Kennzahlen Metzler Global Equities Sustainability A
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,92% | +5,14% | +27,46% | +19,06% | +85,38% | +197,43% | +197,80% |
| Volatilität | +14,19% | +12,93% | +11,95% | +15,28% | +18,03% | +16,61% | +20,77% |
| Sharpe Ratio | +1,53 | +0,55 | +2,02 | +0,17 | +0,54 | +0,49 | +0,05 |
| Bester Monat | - | +4,08% | +6,37% | +12,05% | +12,53% | +12,53% | +27,87% |
| Schl. Monat | - | -2,26% | -2,59% | -7,50% | -11,37% | -11,37% | -23,60% |
| Max. Verlust | -4,82% | -8,13% | -8,13% | -21,79% | -31,31% | -31,31% | -85,44% |
Monatsperformance Metzler Global Equities Sustainability A
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +3,74% | +3,63% | -7,46% | -0,53% | +3,02% |
| Februar | +5,68% | -0,01% | -4,42% | +2,07% | -5,68% |
| März | +2,70% | +0,71% | +4,04% | +6,23% | -11,37% |
| April | -2,26% | +0,31% | -4,25% | +3,37% | +12,53% |
| Mai | +2,78% | +2,52% | -2,37% | -0,39% | +4,78% |
| Juni | +4,08% | +2,85% | -5,47% | +5,43% | +3,03% |
| Juli | -0,02% | +0,98% | +12,05% | +3,92% | +1,03% |
| August | -0,42% | -0,84% | -4,20% | +2,68% | +6,14% |
| September | +0,31% | -2,22% | -7,13% | -3,75% | -1,67% |
| Oktober | - | -2,59% | +4,87% | +6,44% | -1,90% |
| November | - | +6,37% | +2,83% | +0,56% | +7,78% |
| Dezember | - | +4,09% | -7,50% | +3,36% | +0,90% |
| Gesamt | +17,57% | +16,55% | -19,14% | +33,04% | +17,69% |
