Vortrag am FONDS professionell KONGRESSUBAM - Swiss Equity AC CHF
| MVD-Fonds Rating | EDA |
|---|---|
  | 87 |
ISIN: LU0073503921 | WKN: 926391
KAG: UBP AM (EU)
NAV: 449,61 CHF am 26.09.2024
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Kennzahlen UBAM - Swiss Equity AC CHF
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,83% | +6,17% | +18,35% | -9,18% | +26,34% | +83,67% | +349,61% |
| Volatilität | +11,13% | +12,76% | +11,61% | +15,27% | +16,36% | +15,50% | +17,01% |
| Sharpe Ratio | +0,62 | +0,73 | +1,29 | -0,43 | +0,09 | +0,19 | +0,13 |
| Bester Monat | - | +5,77% | +7,24% | +7,24% | +8,14% | +8,89% | +13,37% |
| Schl. Monat | - | -2,82% | -6,59% | -9,62% | -9,62% | -9,62% | -19,37% |
| Max. Verlust | -4,17% | -6,81% | -7,67% | -34,01% | -34,01% | -34,01% | -56,80% |
Monatsperformance UBAM - Swiss Equity AC CHF
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,49% | +6,53% | -9,37% | +0,25% | +0,76% |
| Februar | +3,10% | -0,29% | -4,18% | +0,24% | -7,66% |
| März | +4,22% | +0,86% | +1,20% | +5,18% | -7,30% |
| April | -2,82% | +1,53% | -3,45% | +1,32% | +5,25% |
| Mai | +5,77% | -1,44% | -5,09% | +3,38% | +3,82% |
| Juni | -0,77% | +0,03% | -9,62% | +4,72% | +2,44% |
| Juli | +3,42% | +0,06% | +6,41% | +3,34% | +1,58% |
| August | +0,58% | -1,30% | -4,99% | +4,52% | +3,49% |
| September | -0,28% | -3,05% | -7,95% | -5,56% | -0,39% |
| Oktober | - | -6,59% | +6,12% | +3,59% | -4,77% |
| November | - | +7,24% | +3,68% | -0,89% | +8,14% |
| Dezember | - | +2,80% | -3,47% | +4,26% | +2,88% |
| Gesamt | +14,24% | +5,74% | -28,06% | +26,59% | +7,11% |
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