Vortrag am FONDS professionell KONGRESSProfitlichSchmidlin Fonds UI - Anteilklasse R
| MVD-Fonds Rating | EDA |
|---|---|
 | 72 |
ISIN: DE000A1W9A28 | WKN: A1W9A2
KAG: Universal-Investment
NAV: 176,21 EUR am 26.09.2024
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Kennzahlen ProfitlichSchmidlin Fonds UI - Anteilklasse R
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +2,11% | +7,05% | +21,58% | +14,31% | +47,61% | +75,44% | +81,99% |
| Volatilität | +9,29% | +8,70% | +8,17% | +11,48% | +13,02% | +10,79% | +10,49% |
| Sharpe Ratio | +2,64 | +1,28 | +2,23 | +0,11 | +0,36 | +0,23 | +0,23 |
| Bester Monat | - | +3,60% | +7,15% | +7,87% | +10,72% | +10,72% | +10,72% |
| Schl. Monat | - | -1,08% | -3,80% | -6,87% | -13,10% | -13,10% | -13,10% |
| Max. Verlust | -1,33% | -4,22% | -4,22% | -21,20% | -26,92% | -26,92% | -26,92% |
Monatsperformance ProfitlichSchmidlin Fonds UI - Anteilklasse R
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,67% | +7,87% | -2,94% | +0,34% | -0,39% |
| Februar | -0,12% | +0,13% | -3,32% | +1,50% | -6,69% |
| März | +3,35% | +0,99% | +1,17% | +3,26% | -13,10% |
| April | -0,58% | +1,10% | -4,48% | +2,63% | +10,72% |
| Mai | +3,34% | +3,60% | -3,32% | +1,45% | +6,15% |
| Juni | -1,08% | +1,49% | -6,87% | +3,20% | +0,70% |
| Juli | +3,60% | +0,83% | +6,38% | +1,58% | +0,93% |
| August | -0,29% | +0,69% | -3,07% | +1,58% | +3,30% |
| September | +1,11% | -3,80% | -6,05% | -1,89% | -4,23% |
| Oktober | - | -2,62% | +2,91% | +3,31% | +0,45% |
| November | - | +7,15% | +1,78% | -1,35% | +10,51% |
| Dezember | - | +4,55% | -3,04% | +3,38% | +2,46% |
| Gesamt | +10,31% | +23,54% | -19,67% | +20,53% | +8,56% |
