Vortrag am FONDS professionell KONGRESSUBS (Lux) Strategy Fund - Growth Sustainable (USD), Anteilsklasse P-acc, USD
| MVD-Fonds Rating | EDA |
|---|---|
 | 75 |
ISIN: LU0033040865 | WKN: 972001
KAG: UBS Fund M. (LU)
NAV: 5.117,90 USD am 20.08.2024
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Kennzahlen UBS (Lux) Strategy Fund - Growth Sustainable (USD), Anteilsklasse P-acc, USD
| 1M | 6M | 1J | 3J | 5J | 10J | Beginn | |
| Performance | +0,84% | +7,11% | +15,92% | +4,06% | +33,48% | +61,08% | +411,59% |
| Volatilität | +13,77% | +7,78% | +7,44% | +10,08% | +12,10% | +10,18% | +10,60% |
| Sharpe Ratio | +0,55 | +1,45 | +1,67 | -0,22 | +0,20 | +0,13 | +0,15 |
| Bester Monat | - | +2,96% | +6,29% | +6,29% | +9,54% | +9,54% | +9,54% |
| Schl. Monat | - | -2,00% | -3,24% | -6,81% | -13,15% | -13,15% | -13,15% |
| Max. Verlust | -4,67% | -5,86% | -6,84% | -23,51% | -29,15% | -29,15% | -46,21% |
Monatsperformance UBS (Lux) Strategy Fund - Growth Sustainable (USD), Anteilsklasse P-acc, USD
| 2024 | 2023 | 2022 | 2021 | 2020 | |
| Januar | -0,23% | +4,74% | -6,55% | +0,13% | -1,31% |
| Februar | +2,96% | -2,06% | -2,63% | +1,77% | -6,34% |
| März | +2,53% | +0,81% | +0,99% | +1,75% | -13,15% |
| April | -2,00% | +0,81% | -4,88% | +2,52% | +8,59% |
| Mai | +1,96% | -1,20% | -0,25% | +1,28% | +3,67% |
| Juni | +1,21% | +3,63% | -6,81% | +0,62% | +2,64% |
| Juli | +1,13% | +2,91% | +5,27% | -0,16% | +3,37% |
| August | +0,81% | -1,49% | -2,66% | +1,92% | +3,98% |
| September | - | -2,82% | -6,40% | -2,22% | -2,23% |
| Oktober | - | -3,24% | +4,09% | +2,89% | -1,56% |
| November | - | +6,29% | +4,77% | -2,55% | +9,54% |
| Dezember | - | +4,28% | -2,69% | +2,71% | +3,64% |
| Gesamt | +8,59% | +12,78% | -17,30% | +11,00% | +8,94% |
