Vortrag am FONDS professionell KONGRESSUBS (Lux) Equity Fund - Mid Caps Europe Sustainable (EUR), Anteilsklasse P-acc, EUR
| MVD-Fonds Rating | EDA |
|---|---|
  | 75 |
ISIN: LU0049842692 | WKN: 974185
KAG: UBS Fund M. (LU)
NAV: 1.581,75 EUR am 25.09.2024
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Kennzahlen UBS (Lux) Equity Fund - Mid Caps Europe Sustainable (EUR), Anteilsklasse P-acc, EUR
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,22% | +5,42% | +16,83% | -2,48% | +41,48% | +119,52% | +690,88% |
| Volatilität | +11,28% | +11,64% | +12,19% | +17,47% | +19,72% | +17,83% | +17,49% |
| Sharpe Ratio | -0,06 | +0,66 | +1,11 | -0,24 | +0,19 | +0,27 | +0,22 |
| Bester Monat | - | +4,98% | +7,55% | +10,52% | +14,21% | +14,21% | +21,73% |
| Schl. Monat | - | -1,17% | -6,92% | -11,63% | -18,15% | -18,15% | -19,28% |
| Max. Verlust | -3,15% | -7,06% | -7,65% | -35,04% | -39,41% | -39,41% | -62,43% |
Monatsperformance UBS (Lux) Equity Fund - Mid Caps Europe Sustainable (EUR), Anteilsklasse P-acc, EUR
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -0,46% | +9,91% | -7,20% | -0,07% | -0,74% |
| Februar | +0,91% | +1,96% | -4,59% | +2,76% | -6,93% |
| März | +4,98% | -4,69% | -1,32% | +5,28% | -18,15% |
| April | +0,01% | +1,30% | -2,78% | +2,37% | +9,30% |
| Mai | +2,77% | -2,55% | -2,22% | +3,30% | +5,22% |
| Juni | -1,17% | +1,05% | -11,63% | -0,06% | +2,17% |
| Juli | +2,45% | +4,80% | +8,55% | +1,96% | +1,20% |
| August | +0,68% | -2,28% | -7,13% | +3,32% | +6,26% |
| September | -0,58% | -2,29% | -10,81% | -3,42% | +0,84% |
| Oktober | - | -6,92% | +10,52% | +3,30% | -3,67% |
| November | - | +7,55% | +6,17% | -1,71% | +14,21% |
| Dezember | - | +5,66% | -2,34% | +4,05% | +4,07% |
| Gesamt | +9,84% | +12,77% | -24,38% | +22,81% | +10,31% |
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