Vortrag am FONDS professionell KONGRESSUBS (Lux) Equity SICAV - US Total Yield Sustainable (USD), Anteilsklasse P-acc, USD
| MVD-Fonds Rating | EDA |
|---|---|
  | 71 |
ISIN: LU0868494617 | WKN: A1KCDP
KAG: UBS Fund M. (LU)
NAV: 327,79 USD am 26.09.2024
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Kennzahlen UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD), Anteilsklasse P-acc, USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +1,82% | +5,16% | +24,90% | +28,78% | +72,10% | +139,18% | +226,00% |
| Volatilität | +13,19% | +13,05% | +12,02% | +17,08% | +20,85% | +17,29% | +16,49% |
| Sharpe Ratio | +1,54 | +0,55 | +1,79 | +0,32 | +0,39 | +0,33 | +0,45 |
| Bester Monat | - | +3,68% | +7,87% | +9,36% | +11,19% | +11,19% | +11,19% |
| Schl. Monat | - | -5,52% | -5,52% | -8,92% | -14,90% | -14,90% | -14,90% |
| Max. Verlust | -4,50% | -8,13% | -8,13% | -23,05% | -36,82% | -36,82% | -36,82% |
Monatsperformance UBS (Lux) Equity SICAV - US Total Yield Sustainable (USD), Anteilsklasse P-acc, USD
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | +0,94% | +6,92% | -4,36% | -0,59% | -2,69% |
| Februar | +3,60% | -3,25% | -3,05% | +3,32% | -9,18% |
| März | +3,68% | +0,76% | +1,13% | +6,82% | -14,90% |
| April | -5,52% | +0,31% | -6,23% | +4,39% | +10,43% |
| Mai | +2,90% | -1,51% | +0,12% | +1,48% | +4,47% |
| Juni | +1,48% | +9,05% | -8,92% | +0,04% | +1,03% |
| Juli | +2,78% | +2,88% | +9,36% | +1,72% | +4,86% |
| August | +1,25% | -1,31% | -3,86% | +2,44% | +4,31% |
| September | +1,00% | -4,36% | -7,32% | -5,32% | -2,28% |
| Oktober | - | -2,81% | +9,36% | +7,31% | -2,63% |
| November | - | +7,87% | +7,88% | -1,17% | +11,19% |
| Dezember | - | +5,24% | -4,88% | +5,76% | +3,65% |
| Gesamt | +12,43% | +20,31% | -12,32% | +28,67% | +5,14% |
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